Hello, how can ATALINK help you?

Before creating a Purchase Order, the Customer – Vendor relationship between your company and the company will receive that Purchase Order must be confirmed.

Then, you have to be assigned to one of these following roles:

• Super Administrator
• Administrator
• Boss
• Sales/ Purchasing Manager
• Purchaser

To create a new Purchase Order, please follow these steps:

There are 2 options to go to My Tasks screen:

• Option 1: Tap on the  icon on the Menu bar.
• Option 2: Left swipe on the Homepage.

On My Tasks screen > Choose Procurement Management > Purchase Orders

Step 1: Tap on Create Purchase Order button or icon + to create a new Purchase Order.

Step 2: Select the product you want to buy. You can select the product in 2 ways:

• Select product from your company's Procurement Catalog or from ATALINK Products list.

• In case you cannot find out the product that you want to buy, tap on icon + from the Procurement Catalog screen to create a new product. Please provide all the required information about the new product.

• Note: The number of products added in a Purchase Order is unlimited.

Step 3: Provide information on the Purchase Order, including:

• General Information:

  • Purchase Order Title

  • Currency

  • Delivery Date

• Vendor

• Products:

  • Amount (of products)

  • UOM

  • Unit Price

  • You can tap on icon + to add more products or tap on icon x next to a product's name to remove it from your order.

• Shipping Address:

  You can edit, remove the default shipping address or add new shipping address by following these instructions:

• Add new shipping address: Tap on + Create a new address and fill the new address you want to add. Then, tap on Save to finish. If you want to set an address as a default shipping address, tap on icon … of that address and choose Set Default Address.

• Edit, remove address: Tap on icon … of an address and choose Edit or Delete.

• Billing Address:

  You can edit, remove the default billing address or add new billing address by following these instructions:

• Add new billing address: Tap on + Create a new address and fill the new address you want to add. Then, tap Save to finish. If you want to set an address as default billing address, tap on icon … of that address and choose Set Default Address.

• Edit, remove address: Tap on icon … of an address and choose Edit or Delete.

• Terms:

  • Shipping Terms

  • Payment Terms

  • Payment Methods

• Note

• Summary:

  • Discount (% or amount)

  • Tax (%)

  • Shipping Fee

ATALINK will automatically calculate the Grand Total of your order.

Step 4: Tap on Create to finish.

• Your Purchase Order will be saved as a Draft first, this allows you to review and update your order before you send it to your vendor.

• When your order is ready to be sent, tap on icon … of your order and choose Submit.