The below steps provide an overview to create purchase orders. Please note, the ability to electronically submit purchase orders is dependent on your particular vendor. If you are unsure if you can submit purchase orders directly to your vendor contact the MealSuite Support team.
The process to create and submit a purchase order in the MealSuite system is as follows:
- Create a new shopping cart record in the system.
- Populate the shopping cart with vendor products. This can be done as follows:
- Review the cart, which can involve:
- Create the purchase order(s) from the cart.
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Submit the PO to the vendor. The submittal process is different depending if the vendor has a PO interface or not with the MealSuite system.
- For a vendor that has a PO interface, the PO will be submitted directly to the vendor.
- For a vendor that does not have a PO interface, the PO will not be submitted directly to the vendor. Instead you are required to save and close the PO, and then print it as a PDF to submit via the vendor process (email, upload to portal, etc.).