Processing Purchase Orders in Method's Supplier Portal

Overview

When a customer submits a purchase order through Method, you will receive an email notification containing the details needed to process the order. This may include item information, shipping and delivery details, customer information, and additional notes or instructions.

Each purchase order also includes access to the Method Supplier Portal, where you can review the order, accept or decline it, communicate with the customer, and download a copy of the purchase order.

Access a Purchase Order

When you receive a new purchase order, Method will send you an email notification.

Select Review Purchase Order in the email to open the purchase order.

From here, you can:

• Review Order — View the complete purchase order in the Method Supplier Portal.
• Accept Order — Let the customer know that you have received and accepted the purchase order.
• Download as PDF — Download a PDF copy of the purchase order for your records or internal processing.

Supplier Portal Dashboard 

The Supplier Portal gives you a central place to view and manage purchase orders received through Method.

Each purchase order displays a status so you can quickly see where it is in the process:

• New — The purchase order has been received but has not yet been opened by the supplier.
• Viewed — The purchase order has been opened and reviewed by the supplier.
• Accepted — The supplier has accepted the purchase order.
• Receiving Complete — The customer has marked the receiving process as complete.
• Canceled — The customer has canceled the purchase order.

Select a purchase order to view its details and available actions.

Respond to a Purchase Order

After reviewing a purchase order, you can either Accept or Decline it.

Accept a Purchase Order

Accepting a purchase order lets the customer know you have received the order and intend to process it.

1. Open the purchase order.

2. Review the order details.

3. Select Accept Order.

4. After the purchase order is accepted, its status changes to Accepted.

Decline a Purchase Order

If you are unable to fulfill the purchase order, you can decline it.

1. Open the purchase order.

2. Select Decline Order.

3. After the purchase order is declined, its status changes to Declined.

Send a Message to the Customer

Use the message field on a purchase order to communicate directly with the customer about that order.
You can use messages to ask questions, provide updates, or clarify order details before or after accepting the purchase order.

1. Open the purchase order.

2. Select Message Customer.

3. Type your message and click on Submit.

4.Select the three-dot menu to edit or delete your message. 

 Download a Purchase Order as a PDF

You can download a PDF copy of a purchase order for your records or to support your company’s normal order-processing workflow.

1. Open the purchase order.

2. Select Export PDF.

3. The PDF will download and save to your device.

Continue Processing the Order Through Your Normal Workflow

Accepting a purchase order in Method confirms to the customer that you have received and accepted the order.

It does not automatically place, enter, or fulfill the order in your company's internal ordering system.

After accepting the purchase order, continue following your company's standard process for:

• Entering or creating the order in your internal system
• Confirming product availability
• Fulfilling and shipping the order
• Invoicing the customer
• Completing any other steps required by your company