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Generating a Purchase Order

Generating a Purchase Order

    • Check to make sure you are in the cart for the facility you wish to generate the POs for.
      • This is listed at the top of the page next to “Cart for:”
      • To change the facility, click the blue highlighted name of the facility and a list of the facilities the user has access to will appear.
        • Click Select to the right of the facility name you wish to work on.
  • TOP TIP:  You cannot generate POs for more than one facility at a time.
  • Check “Generate PO for (VENDOR)”.
    • All Vendors
      • This will generate POs for every vendor that is in your cart.  
    • Specific Vendors Only
      • Click the three vertical dots to the left of this field to choose the specific vendors you want to create the PO for.
        • The POs below for any vendor that is NOT selected will disappear from the list.  
          • They are NOT gone from Hybrent, just from the current view.
  • Single Click on “Generate PO” in the top right hand corner.
    • You will see “Success!” pop ups in the lower right hand corner of your screen as each PO is generated.

TOP TIP:  Remember!  If there is NO approval process in place, once you click on “Generate PO” you are sending it out to the vendor!!  (If there is an approval process, clicking “Generate PO” will send it to the approver!)