How To Create A Purchase Order

There are three ways to create a purchase order from the MainStem Platform. This is by going through our verified or 'in network' marketplace, through the 'Purchase Order' tab on the left hand side, or the 'Locations' section under 'Organization.'.

1. Creating A Purchase Order From Our Marketplace

   This is the first, and fastest, way to create a purchase order within the MainStem platform.

   
2.  Click on Marketplace

   Upon logging in, you'll notice 'Marketplace' on the top left hand corner.

   
3.  Find Your Item

   Once in the marketplace, select the product you're looking for.

   

4. Click Into The Product

   If you click into the product, by selecting the name and clicking into it.

   
5.  Enter The Quantity

   Once on the 'products detail' page, you'll be able to enter the quantity of the product you need.

   
6.  Click on ADD TO NEW PURCHASE ORDER

   The user can then add this product to a purchase order.

   
7.  Select The Location For Your Purchase

   Each purchase is tied to an individual location. This will help calculate the shipping information and ensure timely delivery to the right address.

   
8.  Click On Create New Purchase Order
   
9.  Need to Add More Products?

   Once on the purchase order screen, you can add additional products by selecting the "Add Product To Purchase Order" located right above the individual line item.

   
10.  The Marketplace Will Now Be Visible

    Users will now have access to the marketplace and can add as many products to the corresponding PO.

    PLEASE NOTE: Do not hit the back button or select Marketplace again. This will create a new purchase order. IF you do "exit" out of the current Purchase Order, please see our article on how to "Access An Open PO," and follow steps 10 through 13.

    
11.  Select The Product You Want And Enter The Quantity
    
12.  Ensure The Product Has Successfully Added

    The MainStem system will notify you if the product has been successfully added. Users can add as many products as they'd like to the open PO.

    
13.  Creating A Purchase Order From The Purchasing Section
    
14.  Click on Purchasing
    
15.  Click on Purchase Orders
16.  Click on Create A New Purchase Order
    
17.  Select The Location
    
18.  Select Create New Purchase Order
    
19.  Use The Marketplace Below To Search For Products
    
20.  Type What You're Looking For

    You can easily search through the in network vendors by using the search bar or the Menu on the left hand side.

    
21.  Find The Product
    
22.  Enter The Quantity
    
23.  Add To Order
    
24.  Validate The Product Has Been Added
    
25.  Item Now Appears On PO
    
26.  Creating A Purchase Order From Location Details Page
    

27. Click on Organization

    
28.  Click on Locations
    
29.  Select The Location You Are Purchasing For
    
30.  Click on New Purchase Order
    
31.  Search For The Product You Want
    

32. Click on Search for products...

    

33. Find The Product

    

34. Enter The Quantity

    
35.  Add To Order
    
36.  Validate The Product Has Been Added
    
37.  Item Now Appears On PO