The functionality to create new purchase orders (POs) is available in multiple workflows on Cloud. This provides flexibility when ordering products and caters to the different use cases of Order management.
You can create POs in the following ways:
In the Catalog
To stockpile products, go to "Catalog > My Products." Select one or more products, and create POs from the Actions menu on the right.
You can use Brand, Supplier, and other filters at the top of the My Products page to select the products you want to order.
Check out this article for more details.
In the Project view
Once an opportunity is Won and a project is created, all products will be listed in the project's Bill of Materials (BoM). You will also see the "Item Status" view of products involved in the project. This view is helpful for ordering products and managing their status.
To order products from the Project view, go to the Item Status tab in the project, select and add products that are not in stock to one or more POs.
Check out this article for more details.
Under the Purchase Orders menu item
If you prefer to create and manage POs from one location on Cloud, then go to "Procurement > Purchase Orders" in the left navigation menu. Click "New purchase orders" and create the PO.
When creating POs from here, you have the option to add products:
From all ongoing projects.
For stockpiling them by searching for them in the catalog view.
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