Creating a Purchase Order in Hashio

Creating a Purchase Order in Hashio

1. Navigate to Procurement Module 0:00

• Open Hashio application.

• Locate the left-hand navigation menu.

• Click on the 'Procurement' option.

2. Create a New Purchase Order 0:12

• On the Purchase Orders page, find the top right corner.

• Click on 'New Purchase Order' to start a blank order.

3. Edit the Purchase Order 0:21

• Click the 'Edit' button in the top right corner.

• An editable field will open for you to input details.

4. Add a Vendor 0:31

• Enter the vendor's name (e.g., Amazon).

• This is the supplier from whom you are ordering.

5. Review Default Approvers 1:00

• Check the default approvers added to the purchase order.

• They will be notified for approval when the order is ready.

6. Add Items to the Order 1:11

• Scroll to the bottom of the page and click 'Add Items'.

• You can search for specific items or filter linked items.

7. Select Items to Order 1:26

• Choose the items you want to order (e.g., stickers and water bottles).

• Confirm that they appear at the bottom of the order.

8. Edit Item Details 1:42

• For each item, you can: 

  • Add an external link (e.g., Amazon link).

  • Input an item number for the vendor.

  • Specify the quantity (e.g., 10 cases of water, 30 sheets of stickers).

9. Request Approval 2:45

• If you are an approver, click the 'Request Approval' button.

• An email will be sent to approvers for review.

10. Approve the Purchase Order 3:07

• Approvers can review the order and make changes if necessary.

• Once approved, the status will change to 'Approved'.

11. Receive the Order 3:17

• After approval, you will be able to receive the order.

• This process will be covered in a later video.

Link to Loom

https://loom.com/share/2aedcfcf14c148899c1bcb66a8d5ec6f