Your aim: Demonstrate how you can create orders in iCompleat quickly and easily, and send them straight for approval. Highlight the visibility of an order’s approval journey in the various order trays.

Preparation:

iCompleat provides you with one default order layout: iCompleatOrder Layout for Orders.
Create at least one new workflow specifically for orders.
Create some orders and submit them for approval so that you can show the list of previous orders in Manage orders, and so you can demonstrate the ‘Create Duplicate’ feature.
Ensure there's a default email address against the suppliers you're going to use in your order demonstration. If not, add one by going to Configuration > Reference Data > Suppliers and entering the email into the worksheet. For example, you might want to add orders@techodrive.com against the provided supplier Techodrive Computers.
Ensure you’ve allocated a Preferred delivery site to your demo user in their user profile.

Key learning for you: To familiarise yourself with the process of creating an order and submitting it for approval, go to Create your first order.

Demo time: 3 minutes

Your demo plan

Demo steps	Key points to mention
From the homepage, go to Manage orders.	Here, you can review a list of previous orders, create a duplicate of any orders previously raised, or create a new order by entering a new order title. When creating an order, you can select from multiple order layouts depending on what fields you’d like to see, and what fields your order users are required to enter raising their orders. Layouts are templates which have elements of customisation.
Enter an order title, and select Create new order. Show the paperclip icon in the top-right. This allows users to add attachments to their order. Enter the header information. Select a supplier with an email address saved against it in your company. Add lines by keying in item information, including item code, item description, unit cost, and quantity. Code the order lines (dependant on the layout), allocating a VAT code, account code, etc. Select the plus (+) icon to add additional lines, or Save to see the available approval workflows. Submit the order to a workflow for approval.	The delivery address defaults based on the user, but can be overridden by selecting the manual address entry button. Attachments added to the order are for internal purposes only. These can be reviewed by approvers, but won’t be sent to the supplier when the order is fully approved. You can select a delivery date, or leave it as the defaulted next day. The currency code is pre-filled, but editable if required. The user simply needs to select from the supplier list, which is either pulled directly from the integrated accounting software, or has been uploaded into the system as part of the client’s Reference Data. You'll see that the supplier’s ordering email address has been pre-populated for the order to be automatically emailed to the supplier upon approval. However, this email address can be manually overridden to enter the user’s own email address, or any other email address, if they want the order PDF to be sent elsewhere. Tab across the lines for quick and easy entry.
Go to Manage orders > Submitted tray, and highlight the order you just created.	You can see the current approver and order details at a glance in the Submitted tray. You also have the option to recall the order if necessary. Clicking the order and reviewing the Documents and Timeline gives you full visibility of the order’s journey. You’ll notice that the transaction currently has no attachments. This is because the order will remain as a ‘draft’ until it has been fully approved.
Switch to your approval user, and go to your Awaiting Approval tray. Review and approve the order. Highlight the approved order in your Approved tray. Highlight the approval timeline and auto-submission of the PO to the supplier.	Once fully approved, a purchase order PDF is generated. You can customise the PO PDF with your brand colours, logos, and terms and conditions.

Next: Manage invoices >>