Glance Card
Getting Started with Rundoo · Purchase Orders
From Draft to Ordered
Open your draft, pick how it reaches the vendor, and click Order. It slides into the Ordered tab, waiting on the truck.
Three ways to send it
1
EDI
Integrated vendors only. Look for the plug icon.
Straight into their system
2
The everyday choice for most vendors.
A PDF to their Orders email
3
Mark ordered
Phoning it in or using the vendor's own site.
Sends nothing, tracks it for you
Place it in 4 steps
- In POS → Orders → Drafts, click your saved PO.
- Set the Order method on the left panel.
- Check the Ship to location is right.
- Click the blue Order button. Green banner, done.
What "Ordered" means
Sent. Waiting on the truck.
The PO leaves Drafts and sits in the Ordered tab until the shipment lands and you receive it.
No Email option? If a vendor has no EDI and no Orders email on file, the Email choice won't show. Add one in Vendors > the vendor > Settings, or just use Mark ordered.
On your practice store, nothing goes to a real vendor. Click Order freely to see exactly how it works.
Your order is officially on its way. · rundocs.com