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. |
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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. |
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Go to Manage orders > Submitted tray, and highlight the order you just created.
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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. |
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