Purchase Orders (POs) are the next process of ordering after making a proposal/estimate. Once your proposal/estimate is approved by your client, and the payment has been received, you can start sending out Purchase Orders to vendors.
In this Step-By-Step Guide, and Short Video, we are going to show you how to create Purchase Orders in Designer Link 2.0 for our Service Clients (Does use DA Purchasing/Accounting). The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
STEP-BY-STEP GUIDE
BEST PRACTICES
BEST PRACTICES
Order Method
This process must be confirmed prior to approving Purchase Orders in DesignerLink. By confirming if an order should be placed Online, via Email, or via a Phone Call, it helps streamline order processing for your DesignerAdvantage Expediting team and ensure there are no avoidable delays.
DesignerLink also allows you to select your preferred payment method, helping you earn personal rewards and pay vendors the way they prefer.
Clear and Current
It is important that all the information on your Purchase Orders are accurate regarding your items' ship-to, specs, and vendor info, as this will be the final document presented to the vendor to place your order.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Can I make a PO for an internal order, not managed by DA?
You can make your own PO, if you refer to our article Creating Purchase Orders (POs) for Non-Service Clients on how to do so. Or you can approve the PO via a proposal, but include a comment to our team (Designer Managing) meaning that our team will not track or order the PO.
Why was my proposal not processed into POs when the client approved?
Once the proposal is approved by the client, that is not the only step. No purchasing will happen until client payment is received for the proposal.
Can I edit items from my PO after they are approved?
If you need to change a PO after it has been approved. You must alert your Account and Project Manager to halt any purchase. In addition, the Account Manager can update the changes on their end, and download the revised PO for purchasing.
And that is how you can create a Purchase Order as a Service Client. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].