If you plan to just use Zahara for invoice processing you can skip this step. Otherwise, click the + icon and select ‘New Order’. The first main decision is the division. Make sure you select the one that you have just created a workflow for. Next, choose the supplier. If you have entered/synced or imported your suppliers, search or select one from the list. Now you can populate your line items. Make something up! Notice the drop-down lists.
You can control the formatting of those in Business Settings > Formatting and you can control which ones have to be populated in the validations tab.
On the next screen, you may see a blank budget screen – this can be turned off or you can set up budgets – see the help article on that. You can set this in Business Settings > Budgets.
On the delivery address screen, you should see the default delivery address – this can be set to division or project. You can set this in Business Settings > Purchase Orders.
Notice the workflow drop-downmon the next screen?
As the tenancy admin, you should be able to choose a workflow Your users typically won’t be able to once you take away the admin role from their permissions. This should be set to the default you set in the division settings. Next, you can click through and add some comments. Then you can preview your order and click ‘create’.
If all has gone to plan you will see your order in the list and it should be orange – out for approval. If you have created a workflow where you are the approver, you will now receive an email or will see the approval in your dashboard.