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ESI Redpath Training (Purchase Orders)
How to recieve in Purchase Orders from ESI Redpath
How to recieve in Purchase Orders from ESI Redpath
1
Step 1 of 3

Receiving PO's from ESI📩 - Step 1


  1. Login into ESI - AP.
  2. Select 'Preview' on Line's without any PO Number.
2
Step 2 of 3

Receiving PO's from ESI📩 - Step 2


  1. Open up Quote referenced on PO.
  2. Match up pricing between PO and Quote.

i.e. Advise Account Manager if PO doesnt match.

  3. Accept the PO, Click Accept again to Generate PO Number.

3
Step 3 of 3

Receiving PO's from ESI📩 - Step 3


  1. Copy and Paste PO into Quote/Sales Order.
  2. Approve Sales Order.


Task Completed!