Overview
You can record a phone or in-person order in LineNow without sending a second PO to the supplier. Use the workflow that matches how you place the order.
Record an order you place yourself
- Open the supplier in Suppliers and choose I place orders myself when that is your regular method.
- Build the draft with the items and quantities you intend to order.
- Add useful reference notes, such as the person you spoke with and any agreed delivery date.
- Review the confirmation screen and save the recorded order. This workflow does not contact the supplier.
- Place the order through your usual phone or in-person process.
- Attach or capture the actual invoice or confirmation when it arrives, then review any differences.
If the supplier sends an email afterward
Use the connected-inbox or external-order forwarding workflow to capture the real confirmation. Check that it reconciles with the order already recorded. Do not create another PO just because the confirmation arrived through a different channel.
Record a change agreed by phone
Open the existing order, correct the relevant fields, and add the context to the order's notes. Check the save dialog's notification option. If the supplier needs an updated written PO, send it deliberately; otherwise use the permitted internal-reconciliation option.
Receive the delivery
Enter what actually arrived through the receiving workflow for LineNow-managed inventory. Phone agreement, order status, and physical receipt are different events. ERP-owned Procure to Produce units are received in the ERP.