Workflows
Initial Communication
Buyer sends a PO for acknowledgement; the supplier reviews and acknowledges it by email, no login required.
Open guideLine Communication
Buyer and supplier negotiate one PO line by email: confirm it, propose a change, and close the loop.
Open guidePO Line Edit
Edit a PO line's price, quantity, or due date in-app, then push the change live.
Open guideCreate Purchase Order
Build a multi-line Purchase Order from scratch, submit it, and watch it sync into view.
Open guideCreate PO from Order Insight
Spot a material shortage, select it, and create a PO straight from Order Insight.
Open guideRFQ Lifecycle
Build an RFQ, send it to a real supplier, receive their quote, award it, and watch the PO land.
Open guidePart Sourcing
Compare real suppliers on price and quality for a part, and decide who to actually buy from.
Open guideTags: Create & Assign
Create a reusable tag, then assign it to a PO line, and the approval rule that decides which lines can be tagged.
Open guideDashboard Widget
Build a custom Dashboard widget that tracks Purchase Order lines coming due, field by field.
Open guideMass PO Edit
Download every open PO line, trim and edit it in Excel, upload it back, and track both the batch and each line to Synced.
Open guide