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.