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Sending Purchase Orders for Signature
Sending Purchase Orders for Signature
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Written by Daniel Martinez
Updated over a week ago

Sending POs for Signature:

Send your POs to Vendors to be signed-off on.

  • Open the PO and click Send to Vendor to email the PO to your vendor.

    • You can also include a Message to the vendor.

      • PO Emails will already have a general message in addition to any personal message you add.

    • POs will be emailed in PDF format.

    • Open the PO to view the PDF at anytime.

Vendor PO Sign-off:

  • Vendors can quickly sign-off on the PO with a digital signature.

    • They'll simply type in their names to sign-off on it.

    • Adaptive will notify you as soon as the the vendor has signed-off on the PO.

Vendor PO Reminders:

  • Once the PO is sent out, an automatic weekly reminder will be sent to your vendor to please sign-off on their PO.​

  • Or, you can also press the Send a Reminder button at the top of the PO (if you'd rather not wait the full 7 days).

  • PO requests will expire in 30 Days, if within that time:

    • They are not signed by the vendor.

    • Or, they are not marked as signed by the user that requested the signature.

    • When a request expires, we'll send an email to the user who requested the signature letting them know it's Expired, and also update the PO's status as Expired.

Misc:

  • POs can also have a status of Sent & Signed. Both of these PO statuses can be Sorted & Filtered by on the main Purchase Orders page.

  • If you happen to receive a PO through alternate means (email, in-person, etc.), you can simply click the dropdown menu on the Send to Vendor button, and select Mark as Signed instead.

  • All messages/comments that users (or vendors) leave, and any status changes (Sent, Signed, etc.) will all be displayed in the Activity log at the bottom of the PO.

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