Purchase Order and Invoice Process

The 'Purchase Order' form is located in the project menu under 'Payments & Invoices'.

This logged form is used by Fresh Thyme to issue Purchase Orders to specified Vendor. When a PO is assigned to a Vendor, they now will have access to the project and it will display on their project list.

The Vendor receives the PO post via email with a description of the request. A link to 'Create Invoice' is towards the bottom of the email and it is used to request an invoice based on the assigned PO. The log of PO posts also contains a link to 'Create Invoice'. An invoice can only be generated from an assigned PO.

Online, the default PO log displays to Vendors the posts assigned to them only. Fresh Thyme has access to another log to see all PO posts.

On an Invoice, the Vendor will push information about the PO to the Invoice form when they use the 'Create Invoice' link from the email received or from the PO log.

The Invoice is sent to FT for review

freshthymeprojects.com

Vendor useslink in email orpost in log to

create Invoice based on PO

Invoice postrequested byVendor and

sent to FTfor review

Purchase Orderis issued byFresh Thyme

and distributedto Vendor

Vendor useslink in email orpost in log tocreate Invoice based on PO

Invoice postrequested byVendor and

sent to FTfor review

FT Review

Back to Vendor

Fromemail

Fromlog

Purchase Order Form:

A Purchase Order is submitted by Fresh Thyme and assigned to a Vendor.

The Vendor receives the PO post via email. From the email, the Vendor can 'Create Invoice' with link provided towards the bottom of the email.

The Vendor can also see the PO post on the site under 'Payments & Invoices' and 'Regular PO'. The link to 'Create Invoice' is on the far right of the log and it is also located on the post, towards the bottom.

Purchase Order Process – PO to Invoice

Purchase Order Form:

The Vendor receives the PO post via email. From the email, the Vendor can 'Create Invoice' with link provided towards the bottom of the email.

The Vendor can also see the PO post on the site under 'Payments & Invoices' and 'Regular PO'. The link to 'Create Invoice' is on the far right of the log and it is also located on the post, towards the bottom.

Purchase Order Process – PO to Invoice

PO Post:Link to 'Create Invoice is towards the bottom.

This will transfer the information from the PO post to an Invoice post.

Purchase Order Process – PO to Invoice

Invoice:

The Invoice post has the PO information copied over. The fields in orange cannot be edited.

The Vendor is to infill the 'Total PO Invoice Amount'. Provide the 'Tax' and 'Freight', if it's applicable to the PO.

Upon submit of the Invoice, Fresh Thyme receives the post and will review. Upon their review, the Vendor will receive an email.

Purchase Order Process – PO to Invoice