Create a new call off in the normal way

Navigate to the Purchase Status column and select the …

A new window opens Select the loose item Tab

Select add stock item

New window opens to search for product required

Click on the line of the product required

Click on the add selected items tab

This populates into the main screen, Add qty of product

Add the price

If more items are required repeat the above steps until all loose items have been added

Select the select All tab

Select the Regenerate selected tab

Pop up window appears asking are you sure you want to recreate purchase requirements select OK to continue

A new pop-up window appears after a few seconds saying update complete OK select ok to continue

Close this window and continue to complete the call off column status and commit the order

When a call off is to be delivered direct from supplier to customer

Select the drop-down arrow in the admin status column and select Direct Dly this will be clear to purchasing – planning and transport that the supplier is delivering these goods

When the call off is free of charge for the customer

If this item is authorised as free of charge for the customer tick the FOC box this then does not affect the credit status of the call off credit control do not see a call off that has this ticked

When a call off is of high priority and requires purchasing to act upon straight away

• In the description column enter AFTERCARE 12345(aftercare related no)
• Once call off complete email purchasing @inteldoors.co.uk /flag to your onsite purchaser that this is urgent
• in subject field of email write aftercare
• in email enter call off number and request urgent attention
• if your onsite purchaser is not available by emailing the purchasing inbox this will be pick up by a member of the wider purchasing team as a matter of priority