Quick Guide - Resubmitting a Purchase Order
When a Purchase Order in Inzant Sales goes into the "OnHold" state it will require manual intervention to progress. This means you will need to login to the Inzant Sales Web Client, find the order and manually submit it again.
- If your Purchase Orders are normally emailed to you this process should resend the email containing the Purchase Order.
- If your Purchase Orders are normally automatically imported into your Accounts/ERP system resubmitting the order should attempt to reinsert the order into your ERP/Accounts system.
- If your Purchase Orders are normally synced into your accounts package via the EDI Client this process will make the purchase orders ready to sync using the EDI Client.
Finding the Order to Confirm
- Login to your Inzant Sales admin system
- Click on the "Orders" sidebar menu option, and click on "Purchase Orders"
- Search for the Purchase Order using the search bar (you can search using the retailer name or the purchase order number). Alternatively you can use the "Quick Filters" in the header, and select "Purchase orders on hold" to quickly get to a list of all the On Hold orders. Click the Pencil icon to open the Details screen.
- Once open click on the Actions button, then click "Resubmit Order" to resubmit the purchase order.
Once the Purchase Order is resubmitted it will attempt to export itself again via the appropriate export method (ie via email or via an integration).
If resubmitting an order via an integration method, if the order drops into the "OnHold" state quickly don't be alarmed, that is a common state used whilst the order is processed. If the order doesn't drop back onto "Confirmed" after a minute or two then you might want to investigate further.
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