Prepare supplier terms for review
Edit a prepared supplier item and freeze the checked release for another person.
For authors
Sarah Hughes is signed in with only the Author role. November purchasing terms is already a prepared draft containing the current suppliers, exact conversions, rules and saved checks. October purchasing terms remains active.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Prepare supplier terms for review
- Open catalogue releases
Open catalogue releases.
Authors prepare supplier data and rules for independent review. Your Author role cannot activate a release.
- Open the November draft
Open the November draft.
November purchasing terms is a prepared draft based on the reviewed October catalogue. Check it before editing.
- Edit the bolt supplier item
Edit the bolt supplier item.
Choose BOLT-M8-100. Preserve the existing identity, one-box pack and exact 100-piece conversion.
- Set the reviewed supplier lead time
Set the reviewed supplier lead time.
For these November terms, the supplier has agreed seven days. Enter 7 without changing the order unit or conversion.
- Save the item in the draft
Save the item in the draft.
Save the reviewed supplier terms. Saving a draft does not change the active catalogue used by orders.
- Run the saved checks and freeze
Run the saved checks and freeze.
The saved examples must pass. Freezing preserves this exact content for a different reviewer and prevents further editing until it is sent back.
A frozen release is not active. Ask an independent Reviewer to inspect the checks and the effect on current requests. Do not ask for another role merely to approve your own work.