Creating a Purchase Order

1. Log in to My Fundraising Place
2. Go to Operations > Purchase Orders
   
   
3. Click on the New Purchase Order button to create a Purchase Order
   
4. Enter in fields on the Purchase Order screen:
   
   1. Requested On Date (Delivery) – this is not a guaranteed date, but a target to arrange shipping and delivery. Please remember to consider the product lead times
   2. Received On/Received At – will be entered when you receive the Purchase Order
   3. Warehouse – select the warehouse where you want this PO shipped
   4. Vendor – select the appropriate vendor for the products you need to order
   5. QB Sync State – will default to “Pending” if you are using Quickbooks as your accounting system
   6. Notes – add any special instructions or notes that pertain to this order
   7. Billing Address – verify
   8. Shipping Address – verify
5. Adding product
   1. Adding by individual products
      1. Click on the Add Products button
         
      2. Active products are selected by default
         
      3. Inactive products may be selected by clicking on Inactive
         
         
      4. Highlight the products you want to order. You will see a blue box around those you have successfully selected
         
      5. Click on the OK button
         
   2. Adding a full product line
      1. Click on the Add Product Lines button
         
      2. Click on the Product Lines you want to order
         
      3. Click on the OK button
         
   3. Removing a product line from the Purchase Order
      1. Highlight product line to remove
         
      2. Click on the Remove Products button
         
6. Enter the quantities for your order by cases, pallet layers, pallet or a combination of those
   
   1. You can hit return to go to the next line to add your next quantity rather than having to click in every box
7. Not ready to submit
   1. Click on the Save button (stay on current screen)
      
      OR
   2. Click on the Save & Close button (exits out of current screen)
      
   3. These will both save a draft you can open later and revise
8. Submitting your order
   1. At this point, you should review your purchase order to be sure it is correct and complete.
   2. If everything is OK, click on the Place Order button
      
      1. Only the initial order will be transmitted. Any changes to the order will need to be called in or emailed to your BDM or other Country Maid representative.
      2. Only orders to Country Maid can be submitted electronically.  All other vendors will need to have a copy of the Purchase Order either printed and mailed using the Print button   or emailed using the Email button  .
9. Order Confirmation
   1. The order number will populate when successful
      
   2. You will receive a confirmation email from Country Maid