Orders and Receiving

Learn how to view, manage and receive purchase orders

  • Create Retrofit Order

    A Retrofit Order is a feature that allows a user to create an order after the fact—meaning the items may have already been sent by the supplier and/or received by the buyer...

  • Create a Non-Catalog Order

    The Non-Catalog order feature allows users with the Buyer role to manually create a requisition for items or services not found in a supplier's electronic catalog. Eligibil...

  • View Orders

    The Orders screen provides users with comprehensive visibility into Purchase Orders (POs) placed between the organization and its suppliers.   Access the Orders Screen Na...

  • View Work Orders

    If the community has Work Orders Integration, users will have visibility to the View Work Orders screen.The View Work Orders screen let's users search for and browse Work O...

  • Copy a Standard Order

    The "Copy" feature is a time-saving utility that allows users to duplicate the contents of an existing standard order. This feature can be used on standard orders that are ...

  • Order Comments

    The Comments tab is a vital internal tool available in all order types (including Blanket Orders). That allows any user who can view the order to include notes, track essen...

  • Edit, Resend & Cancel Orders

    This guide details the process for initiating a Change Order (Edit Order) or Canceling an existing Purchase Order (PO) within the Unimarket Marketplace.Additionally, users ...

  • Close Orders

    This document outlines the steps for authorized users, to manually close an order or order line receiving. These closure functions are essential for confirming the finality...

  • Reopen Orders

    There are times when an order is closed prematurely—perhaps an expected backorder arrived. Or a credit memo needs to be applied to a closed document. Reopening the order al...

  • Receiving Orders

    Receiving is a critical function, when enabled, that allows Buyers to confirm the delivery of goods or services against a Purchase Order (PO). This step is integral to the...

  • Best Practice: Receiving Items Before Processing Returns or Replacements

    Mark an item as Received in the system before initiating a return or processing a replacement — even if the item will not be kept. This step ensures your ERP system can aut...

  • Undo Receiving

    This procedure guides Buyers and Community Administrators on how to reverse a previous receiving actions. Typically, needed when an incorrect quantity was recorded or when ...

  • Outstanding Receiving

    Community Administrators can set up automated reminders to prompt buyers to complete outstanding receiving tasks. This article details how to enable the Open Order Reminde...

  • Receiving with Acceptance of Invoice

    This article explains the buyer's process for accepting an invoice, which often includes a simultaneous action to complete the receiving of items, particularly when an inv...

  • Auto Close Orders

    The Auto Close feature allows Community Administrators to automatically close completed purchase orders after a specified time delay, streamlining the order management pro...

  • Returns

    The Returns feature allows communities to maintain accurate receiving records. By marking delivered items as returned or correcting quantity errors. Additionally, with the ...