In case of a corporate office, a warehouse center purchases products for all the centers in the company. The centers are allowed to only create the orders and the Admin at the org level raises them to the vendor. When the deliveries are received, the warehouse then transfers the products to individual centers.
Enable the following settings:
Enable the Raise_Order setting:
At the organization level, click the Admin icon.
Navigate to Organization > Security Roles.
Select the desired role.
Go to the Permissions tab.
Expand the Inventory Manager >
Select the Raise_Order checkbox.
Enable Cannot raise purchase setting:
At the center level, click the Admin icon.
Navigate to Organization > Centers.
Select the desired center.
Go to the Settings tab.
Expand the Inventory section.
Select the Cannot raise purchase checkbox to restrict the center from raising a purchase order.
To review and raise purchase orders from the organization level
Click the Inventory icon.
Navigate to Procurement > Orders.
The Manage Procurement page opens.
To raise a specific purchase order, enter its number in the Order No field or enter any text from the notes that may have been entered for the order, and click Search. Otherwise, proceed to Step 4.
Select a report.
In the Order Type drop-down list, select Purchase Orders.
To filter by vendor, use the Vendors drop-down list.
From the All Statuses drop-down list, select Created.
Select the time period of the purchase orders you want to review and raise.
A list of purchase orders based on the selected criteria appears.
Click the Ref # of the purchase order you want to raise.
The Purchase Order page opens.
Review the purchase order. If it requires any changes, contact the corresponding center.
Once you have verified the purchase order, click Raise.
The status of the purchase order changes to Raised.
Next Step: After you have raised a purchase order, you must either email it from Zenoti or print it and send it to your vendor.