In this article, we’ll go over the basics of creating a new purchase order.
1. Log in to your RepCloud portal and select the New Purchase Order tab from the menu.
2. Search for a customer by buyer name, company name or email. Once selected, the billing information from their account will populate.
*If you are shipping to an address other than the billing, you can select “ship to a different address” to either enter one manually or pull up a saved alternate address from customers account.
3. Search for products by name or SKU. If the customer has discounts selected for their account, these will be applied automatically. You can manually edit most prices before the order is submitted as well.
4. Optionally add an extra percentage or flat dollar amount discount to the entire order by clicking on “Add Discount”. You can also change the shipping method as needed.
5. Complete the optional “Purchase Order Number” and “Customer Provided Notes” areas. If you do not provide a purchase order number, the system will create one using the format of 111111-XX-1111 (date-first&last initial-random order number).
6. Hit the “Create Order” button… you’ve created an order!
7. The order is emailed as a PDF attachment to the designated email address on file with RepCloud, so it can be reviewed by a sales manager and sent off to the appropriate vendor.
Branded with your company logo, our customized PDF makes it easy for your vendors to get all of the info they need, every time, and is formatted so it is easy to view, save or print on any device.
