1. Navigate to the Purchase Orders widget on your MANTIS dashboard. Click on the red portion of the pie chart to access your active, unconfirmed POs.
2. Select the box next to the purchase order and then click Edit to open the record.
You can view the Purchase Order information on the open record. When the PO is not confirmed, you can view the items included on the order by clicking the PO Details tab.
If any changes need to be made to your purchase order, do not confirm the PO. Email your buyer directly with the necessary changes.
3. When you are satisfied with the PO, click Send to Workflow at the top of the page.
4. A box will appear. Click on top of the words Confirm Purchase Order - Confirm Purchase Order.
5. The box will open up. Click Start.
Close out the Purchase Order Number tab. The PO is confirmed.
NOTE: You can now confirm one or more POs at once from your list of unconfirmed POs. Simply check the box(es) next to the PO(s) you would like to confirm and click Send to Workflow, followed by Steps 4 and 5.
6. Once you've closed the record, navigate back to the homepage of Mantis. Refresh the page by clicking the revolving arrows on the top right of the page. You should see your pie chart has been updated to reflect the confirmed PO(s).