Purchase Order Workflow

* Products are required to create Purchase Orders.  If you haven’t created any Products, please reference Creating a Product Catalog.

Step ONE: Add a Purchase Order

1. Google Chrome is the recommended browser.  Other browsers may not be supported. 
   
   
2. Visit https://app.cargocentric.com/purchaseorders
3. Click the  button 
   
   
4. Fill out the following:
   
   
   
   “Shipping Terms” – Also known as “incoterms”, you can reference the following: https://cargocentric.com/cc/negotiating-shipping-terms-with-yours-supplier/
   
5. Add Products
   a. Click on the button next to the “Products” tab and fill out the form data.
   b. Fill out the following:
   
   
   

Step TWO: Send Purchase Order to Supplier

1. Once the Purchase Order is ready to send to the Supplier, click .
2. Send messages via the Comments tab:
   

Step THREE: Supplier Confirms Purchase Order

1. The Supplier confirms the Purchase Order by clicking .
2. To make a change to the Purchase Order, click the “Withdraw Approval” button.  Changes to Purchase Orders cannot be made after Supplier confirmation.

Additional Tips

• To flag a Purchase Order as high priority, click 
• To add multiple Purchase Orders, consider using
• For recurring orders, consider copying an order by clicking 
• Tag POs by clicking .  Press <enter> after entering each tag.
• To create Bookings: https://cargocentric.com/cc/stages-of-a-booking/.