Work with the CSP
- Configure Punchouts
- You can configure customer-specific punchouts by going to the Catalogs page and clicking on the Configure Punchout button.
- Configure the PO Delivery Method
- Select how you want to receive orders on the Purchase Orders page by configuring the PO delivery method.
- Create an Invoice from a PO
- Create invoices from the Purchase Orders page by flipping a PO.
- Create a Credit Note
- Issue credit notes to correct invoices, cancel duplicate invoices, and more.
- Create or Edit an Invoice
- Work with existing invoices or create new invoices without a backing PO.
- Create or Edit a Catalog
- Create or edit a customer's catalog by going to the Catalogs page and by selecting the specific customer.
- Create or Edit a Service/Time Sheet
- Work with service/time sheets to provide information about your progress.
- Create or Edit Catalog Items
- Create or edit items in your customer-specific catalogs.
- Create or Update an ASN
- Notify your customer in advance of a shipment.
- View and Manage ASNs
- View ASN information that you shared with your customers.
- View and Manage Catalogs
- View, edit, or delete your customer-specific catalogs.
- View and Manage Invoices
- View and edit invoices that you sent to your customers.
- View and Manage POs
- View purchase orders received from your customers.
- View and Manage Service/Time Sheets
- View, edit, delete, or withdraw service/time sheets.
- View PO Lines
- You can view individual PO lines by going to Orders > Order Lines.
- View Service/Time Sheet Lines
- You can view individual service/time sheet lines by going to Service/Time Sheets > Service/Time Sheet Lines.