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Purchase orders and tracking.

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If you buy for your clients, raise a purchase order from the items going to one vendor.

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They’re grouped by vendor; check the ones to order.

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It becomes a numbered order, with each item as a line, its quantity and cost.

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Add freight or other charges beside it.

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Preview and send it.

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You see the email first, and it carries a link to this one order.

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Prefer your own email?

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Copy the message and send it from there; the link works the same.

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Or download the order as a PDF and send that.

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A vendor never signs in.

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They acknowledge the order at that link, with their name and a ship date, and the order says who acknowledged it, and when.

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Expediting follows every ordered item to the floor.

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What’s coming up shows in amber; anything late turns red.

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Dates and tracking holds the expected and actual dates, the carrier and the tracking number.

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Vendors can fill these in at their link too.

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When it lands, receiving records what came, in what condition, and where it was put.

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Anything not in good order opens a claim.

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That’s ordering and tracking.

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More videos: portspace.io/videos