Understanding Prendio Cart Order Types

This document details the differences between the available Order Types when creating a Prendio Cart.

About This Document:
 
This document details the differences between the available Order Types when creating a Prendio Cart.
 
Prerequisites:
 
This process requires the Requester role which all Prendio Users have.
 
 
Cart Creation Order Type Selection:
 
 
1. In this example, I will place the order is selected in the Order Type field.
 
2. A Warning is then displayed explaining that For this type of order, a PDF copy of the PO will be sent to you. The buyer will NOT contact the supplier regarding your order or review any internal notes or attachments. OK must be pressed to proceed.
 
3. In this example, the Cart Requester, Bill Silk will need to contact the Supplier Staples Advantage to place the order.
 
4. Once the Cart is submitted, Email Recipients may be added via the Approval window:
 
Dashboard Order Status:
 
 
4. On the Dashboard, the Status PO# Is generated. Email is to be sent is displayed.
 
 
Email With PO Attached:
 
 
5. The Requester will receive an Email from the Prendio Team with the PO Attached.
 
 
PO Buyer And Requester Details:
 
 
6. In this example the Cart Requester is the Buyer and the Requisitioner on the PO.
 
 
Cart Creation Order Type Selection:
 
 
7. BUYER will place order is the selected as the Order Type in this example. The Buyer will contact the Supplier and place this order. Once confirmed, the Requester will receive an Email.
 
 
Dashboard Order Status:
 
 
8. After the Cart is submitted, the Dashboard displays Req in Buyers' Queue.
 
Note: A PO Number is yet to me assigned so does not display in the PO# column.
 
 
Dashboard Order Status Updated:
 
 
9. After a Buyer confirms the order, the Status is updated to Confirmed by Supplier.
 
Note: A PO Number is now assigned and displays in the PO# column.
 
 
Email With PO Attached:
 
 
10. The Requester will receive an Email from the Prendio Team with the PO Attached.
 
 
PO Buyer And Requester Details:
 
 
11. In this example a user is listed as the Buyer.
 
12. The Cart Requester is Requisitioner.