Create A Stand Alone Rfq Po

Spot buying with Stand-alone RFQ/POs

In some cases, regardless of how you handle centralized vs. per warehouse purchasing, you will need to make a spot buy to one of your vendors. In this case, you will simply create a stand-alone purchase order (PO).

Creating a Stand-alone PO

• Order -> New -> RFQ/PO (If you spend most of your time in purchasing you can set a default that will open a new RFQ/PO when you use the “New” button).

  > A new RFQ will be opened

  • Add your vendor name and contact as needed

  • Add a contact name and verify delivery method email address if emailing PO.

  • A PO # will be added in sequence upon conversion or you can also add a custom PO # if applicable

  • Next add items and quantities to the items grid

    

  • E-mail the RFQ to vendor if you want current prices in the case of a commodity item or special buy

    

  • Save RFQ for later conversion select Save

    

  • If the RFQ is complete and ready to place select Covert.

    

• Warehouse takes over at this point when the PO is received.