Review the order, update order information, and add and remove line items as necessary.
- Click the Supplies button. The Supply Order Basket Items screen opens. The items in your basket are listed, grouped by item type.
- Review the items in the basket:
- Add and remove the items as necessary:
- To change the amount of an item that you have already added to the order, enter an amount in the Quantity field and click Update.
- To add a new type of item to the order, click Add More Supplies. You are taken back to the Supply List Entry screen where you can add additional items to the basket.
- To remove an item from the basket, click the Remove Item link.
- To remove all items from the basket, click the Empty Basket button.
b.Enter billing information and instructions. The billing fields that you will need to complete vary based on your company's records management hierarchy and service level:
- If applicable, select the Invoice to Division and/or Invoice to Department that will incur the cost of this order.
- Instructions associated with the billing division or billing department default from SafeKeeperPLUS. You are able to enter instructions that apply to each specific item on this order.
- If this customer requires purchase orders, enter the purchase order number to which this order will be applied. Use the purchase order lookup to find a list of active purchase orders. Refer to Using Purchase Orders for additional information.
- If this customer uses purchase order numbers to apply external charges, enter the applicable code. Use the Apply to All button to enter the same purchase order number on each item on the customer's order.
- ClickNext>to move to the Supply Order Details step in the Supply Order wizard. Refer to Supply Order Wizard Step 2: Supply Order Details.
See Also
