Read our FAQ to learn about solutions to common questions. If you're still stuck afterward, please reach out to our Customer Success team.

 

 

FAQ

 

Which feature should I use?

There are four ways to request quotes/POs on our app:

  1. Get Quotes: You want to ask one or more suppliers for a quote that you can turn into a PO.

  2. In-Store PO (mobile only): You are at the order desk and the clerk asks you for a PO number.

  3. Call a Supplier (mobile only): You want to call your sales rep
    An email is sent to them once the call connects, asking them to reply with your quote - when they do, it is connected to your phone order automatically!

  4. Create PO: Enter details to create a PO, either from an existing quote or from scratch. 

I'm trying to create an RFQ, but I can't find my supplier in Get Quotes.

They may not be in our system yet. 

 

There are three things you can do:

  • Try searching alternate names, abbreviations, or parent company names.
     
  • Invite the supplier via email.
    • Mobile: Invite the supplier to the order by entering their email address.
       
    • Web: Click the New Supplier button on the bottom-left of the screen.
       
  • Contact your internal company administrators for assistance in adding the supplier of your choice.

I'm trying to create a PO, but I can't see my project in the list.

This means you aren't added to the project. 

 

There are three ways to join a project across the platform:

  • Project's Page
  • User's Page
  • Project Selection dropdown menu in the order form

I'm using In-Store PO, but my supplier is not on the list.

This is a controlled list which is managed by your company.

 

Reach out to a administrator in your company, and ask for this supplier to be enabled for the In-Store PO feature. 

 

 

    

Need help?

There are three ways to reach our Customer Success team: