Ordering

You can use one of five different methods to place an order in the EPRO. Each method is best used for distinct types of purchasing. Generally speaking, most organizations prescribe a method depending on the type of purchasing being conducted.

Order Guide

An Order Guide is a distinct list of items that one or more locations has access to. It can be considered more of a shopping list. It is best used for replenishment type ordering and should be kept to manageable number of items. Order Guides are usually managed by a corporate office or purchasing team although they can be setup to be managed locally.

Requisition Form

The Requisition Form is a blank ordering form that can be more flexible, allowing users to place orders for suppliers and items that do not already exist in the system. In some case, the Requisition Form may be configured with tighter controls such that new supplies and new items cannot be added on the fly. The Requisition Form is typically used for one-off items or used to create a confirming PO - that is, an order used to document another order you may have placed offline by phone or visiting a local store.

PunchOut

PunchOut ordering works in combination with a supplier's e-commerce website. PunchOut allows a user to fill up a shopping cart on the supplier's website and have it returned to the EPRO system where it is then treated the same as any other order placed in the system. PunchOut ordering is best used for very large catalogs that change frequently..

Shopping Cart

The Shopping Cart method for ordering is based on the common e-commerce type ordering used on many retail websites. The Shopping Cart method allows for a catalog to be browsed and items to be added to a Shopping Cart before finally going through a Check Out procedure. The Shopping Cart method is best used for shopping for one-off items.

Service Request

The Service Request Form is an ordering method that differs greatly from any of the methods described above. Additionally, the Service Request Form only supports ordering items designated as a Service in a supplier's catalog. This method of ordering is used to create what are more aptly considered work orders.

Petty Cash

The Petty Cash form is used to record an expense that is paid from the Petty Cash fund. The form only allows for purchases to a designated Petty Cash supplier. This form should only be used to track Petty Cash expenses and not for orders where tracking to a supplier is expected.

Browse all articles in this section: