Creating an Order Guide
Navigating to Create Order Guide
1. Go to “Procurement” on the menu bar, then select “Order Guide” and then “Create Order Guide”.
Order Guides Entry Details
Adding Order Details
1. Guide Code: this is an abbreviation of the Guide name and will help when searching for the guide. The Code must be unique and has a max of 15 characters.
2. Name: this should be a full description of the guide.
3. Bill to Department: this is the department requesting the items.
4. Global Use: when set to “No” only the User that can charge to the Bill to Department will be able to use the Guide. When set to “Yes” all Users will be able to use the Guide and they will be able to charge any Department.
5. Notes to Repeat: will copy over to all the PRs created from this Guide.
6. Click New: this will create the new Order Guide.
Order Guides Entry Items
Adding Items to Order Guide
1. On the “Details” tab, click on “Items”. This will allow you to search and attach items to your Guide.
2. On the Add Order Guide Details popup, using the search fields will help you find the Items you are looking for.
3. Check mark the items that need to be added the Guide.
4. If there are multiple pages, check mark the Items on the first page and click the scroll button to go to the next page. The system will remember all the Items the User check marked.
5. The User can even search for different types of product, check mark them, and the system will remember all the Items that were check marked.
6. Once all the Items that need to be added to the Request are selected, click “Enter Selected Lines”.
7. Click “Create Selected Lines”.
Adding Extra Details
1. Shelf: you can assign items by locations for easy sorting. (Ex: if you have racks you can code them like A01 & B01 or Cooler & Freezer. Max characters is 10).
2. Default Qty: will populate the quantity on every Request created from the Guide. (This is usually left blank).
3. Min & Max Qty: this section is pars for your Guide. (NOTE: this will not tell you when and what to order, it is more of a guideline.)
4. Default Sorting: use this for how you would like the items to come across when creating the Request from the Guide or Printing the Guide. (Note: If Shelf was used, sort by Shelf then Description.)
5. Deleting Lines: If any Items need to be deleted from the Guide, select the Item(s) that need to be deleted→Click “Delete Lines”→Click “OK”.
Finalizing the Order Guide
Finalize the Order Guide
1. Click “Update” to finalize the Order Guide.
2. NOTE: Using the “Delete” button will delete the whole Order Guide. Do not use this button unless the Order Guide is no longer needed.
