There may be times where it isn’t good enough to just email the vendor/supplier a purchase order. You might want them to acknowledge receipt of this order together with your schedule of works or terms and conditions. We have created a routine that allows a vendor to go into Zahara, see their order and your PDF, and for them to digitally sign to accept it. It works like this:
Create your order in the usual way. On the page that offers you the ability to “Upload + PDF”, click the icon and choose “Schedule of Works” from the type. Then tick “Requires Acceptance” as shown below.
Complete your order and make sure it goes into a workflow that at least has a step of “Send to Supplier”.
Once approved and the Send to Supplier step is engaged, the vendor will receive an email from Zahara asking them to take action. The wording of this email is editable in Business > Settings as shown below: