Create an Order from a Request

You can create an Order directly from a Request by following these steps

1. Once a request has been submitted, click "Start Ordering" to enable the "Orders" tab.

1. Search and select a supplier from the dropdown or click Search Suppliers to access a full search modal

1. When a supplier is selected, click “Add a Order” to create a new order resource

1. Click on any row in the table or click on the supplier's name in the left sidebar to navigate to the order details page

1. On the order details page, add/remove line items, input cost and lead time information, and upload an order file(s), if applicable

2. If your organization has enabled approvals on quotes, you can Request Approval

3. If the supplier is portal enabled, you can Send a PO via the platform