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Manual Executions

Basic Overview of what a manual execution is, how to process, and links to vendor specific executions

When an order is placed with a vendor who lacks full or even partial integration, the resulting PO is routed to the MS queue for execution

  1. What to do?

    1. Proceed to the vendor’s website and log in using the information from 1Password.
    2. Place the order for the correct item number and quantity
      1. Both the item number and quantity will be included on the PO attached to the ticket. Additionally, you can access the order page on the backend.
    3. Be sure to include the TAX ID in the required field. Verify that PP is not charged for sales tax.
    4. Add the vendor order number(s) to the Hubspot ticket using the “Create Note” feature.
    5. Add the vendor order number to the order page on the backend including any initial ETAs or shipment timelines
    6. Close the ticket
    7. All additional tickets related to the order (confirmations, shipping notifications, etc.) will be routed through the MS queue for additional processing or sharing with the user

  2. How can you tell if a vendor is Manual Execution

    1. Locate the specific vendor on the backend
    2. Check the integration section
    3. Manual execution vendors will feature a Purchasing Platform address domain in the PO section

    When an order is placed with a vendor who lacks full or even partial integration, the resulting PO is routed to the MS queue for execution

    1. What to do?

      1. Proceed to the vendor’s website and log in using the information from 1Password.
      2. Place the order for the correct item number and quantity
        1. Both the item number and quantity will be included on the PO attached to the ticket. Additionally, you can access the order page on the backend.
      3. Be sure to include the TAX ID in the required field. Verify that PP is not charged for sales tax.
      4. Add the vendor order number(s) to the Hubspot ticket using the “Create Note” feature.
      5. Add the vendor order number to the order page on the backend including any initial ETAs or shipment timelines
      6. Close the ticket
      7. All additional tickets related to the order (confirmations, shipping notifications, etc.) will be routed through the MS queue for additional processing or sharing with the user
      1. Locate the specific vendor on the backend
      2. Check the integration section
      3. Manual execution vendors will feature a Purchasing Platform address domain in the PO section

        How can you tell if a vendor is Manual Executionimage (38)