New Purchase Orders
For use by Mechanical and Programming/Electrical Teams.
For Business Team purchases, please see Nishan Sandhar. :)
For use by Mechanical and Programming/Electrical Teams.
For Business Team purchases, please see Nishan Sandhar. :)
Purchase orders (POs) are created and used to organize all purchases made for Mechanical and Programming/Electrical Team expenses. Each PO is an ongoing list that gets updated with supplies that need to be bought.
Once the currently open PO is ready for purchase, the PO must first be approved prior to processing.
Procurement Officer: Andrew Westfall
Mentor Approval: Garrett Hernandez
Authorized Purchaser 1: William Walker
Authorized Purchaser 2: Michael Young
Before opening a new purchase order, please check the PO List here for any currently open POs:
If there is a currently open PO, use that worksheet to add your additional requests.
DO NOT create another open PO unless all prior POs are either [PENDING] or [CLOSED].
Open the PO List file in Google Sheets.
If you can't access the file to edit, you need to be given editing permissions - catch Renee to share the file with you.
If there is a currently [OPEN] PO, follow the instructions at the top of the worksheet to add items.
If you don't see the instructions, click the + on the left to expand if needed.
If there is not a currently [OPEN] PO:
Right-click the [TEMP] PO #XXXX tab at the bottom of the workbook
Duplicate
Double-click the newly copied tab to rename it [OPEN] PO #XXXX
To number the PO properly, click on the Master List tab to find the last used PO # so you know the next number in the sequence.
Click and drag the new PO tab to the far left of the workbook.
When in doubt, please reach out to a Mentor or an experienced Team Member for help - it will be easier and more efficient to run through the process with guidance if you need it than to spin your wheels. :)