Whether you have a question about stock availability, shipping timelines or a refund or return, MainStem's Invoice Inquiry gives the user control and transparency.
To create an invoice inquiry:
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Click on Purchasing
On MainStem's Purchasing Dashboard, navigate to the Purchasing Tab along the left hand tool bar.
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Click on Purchase Orders
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Select Any Approved PO
First, make sure that the order you are inquiring about is set to an "Approved" status. Then, click into that Approved PO by selecting the button with the PO number and magnifying glass.
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Order Screen
Users will be taken to the invoice screen. On this screen, users can print an entire order pdf, duplicate an order, or identify individual vendor invoices.
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Scroll Down Until You See The Vendor Invoice
On the order screen, users will see their individual vendor invoices. Locate the individual vendor line item and then underneath, users will see both the items purchased from that vendor and a tab labeled "Invoice Inquiries."
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Click on New Inquiry
Under the "Invoice Inquiries" tab, users will see open inquiries and have the ability to create a new inquiry.
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Create New Inquiry
Users will have the ability to select multiple options for their inquiry like stock inquiry, shipping inquiry, or return and refund inquiry. Please note, this inquiry will be submitted directly to the vendor.
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Select The Subject of Your Inquiry
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Enter the Message For Your Inquiry
Remember this message will go directly to the vendor, as well as a MainStem Support Representative.
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Click on Send
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Message Will Be Sent Directly to Vendor
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Invoice Message Board
After an 'Invoice Inquiry" has been created, all open "Invoice Inquiries' will live on the MainStem's Main Purchasing Dashboard in the form of an invoice message board.
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Easy Filters
Users can easily filter by vendor, unread messages and date received. This allows better transparency and communication.
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Inside the Inquiry
Invoice Inquiries will be managed like email messages, with real time updates. Once you click into an invoice inquiry, users will be able to see all applicable details.
