How
to Create A Purchase Order in the ES WEBfiles
(Before creating
POs for the first time, please make sure that you have a shipping address
indicated in the ES Detail
of WEBfiles. For further directions, see "ES Order Shipment Procedure".)
Please note that there are directions for both Product POs and Service
POs.
For a Product PO:
- Click on "CREATE"
- Choose "PO Request" from drop down list
- Click "Go"
- A message will come up that says, "Select if this PO is for student or family or ES/site"
- Click on your selection
- A drop down list will appear, click on your choice
- Hit continue
- Choose a vendor type (service, product, ISP)
- Click in box beside vendor # and a drop down list will appear
- Choose the vendor
- Type the quantity
- Tab to next box
- Choose the unit
- Enter the catalog #, if the number is too long to be viewed, add
it to the description also
- Tab to next box
- Enter description, be specific; if text is too long to be viewed
in one line, click in line below to type more.
- Tab to next box
- Enter grade level
- Enter unit price
- Click on "Done"
- If you need to make any changes, send
an inquiry to VR Inquiry so
that they can mark it "undone" for you to make any desired changes.
- If you wish to duplicate a PO for other
families, it must be duplicated before marking the "done" button.
For a Service PO:
- Click on "CREATE"
- Choose "PO Request" from drop down list
- Click "Go"
- A message will come up that says, "Select if this PO is for student or family or ES/site"
- Click on your selection
- Choose
the family/student
- Click
on the box beside "vendor #" and a drop down list will appear
- Choose the vendor
- Type the quantity
- Tab to next box
- Choose the unit
- Click on the student number and choose the student
- Enter description, be specific; if text is too long to be viewed
in one line, click in line below to type more.
- Tab to next box
- Enter beginning and ending dates
- Enter unit price
- Click on "Done"