*Open Invoices & POs, enter Vendor ID, tab past invoice (say No if it asks), in Description enter a brief summary of the entire order.

*Enter order quantity.

*If you have an EBMS code on the Kanban, fill that in the inventory (pay attention to unit of measure, box or each); if no code, just type whatever details you have into the description box.

*After each item is entered, add a new line with the Inventory Code ‘REQUIREMENT’, and change the date to one week out from today.

*Do Ctrl+1 to send PO.  Double-click on email address to send to.  Click ‘Send via Outlook.’ After it populates, hit Ctrl+Enter (or send).

*If no email listed, call in the order, and be sure to ask them to reference your PO #.

*Save and close out.

 

EDS 7-25-18