Create or sync orders
Last updated
Last updated
Orders in Silkline can come from one of two sources: 1. synced from an external system, or 2. created in Silkline.
Silkline can be connected to an external system of record like an ERP or MES. Orders in external systems are typically synced in real-time when they are created. For external systems that don't have event-based APIs, orders are synced periodically – typically every 15 minutes.
Silklines supports creating orders directly within Silkline. When using Silkline with an external system of record, Silkline can be configured to sync new orders and updates to existing orders back to the external system.
Orders can be created in Silkline in multiple ways:
By clicking the "Create Order" button on the top right of the Orders page
By clicking the "Create Order" button on the top right of the page when viewing a quote
By clicking the "Cut PO" button on a quote when viewing a request
In order to edit an order, the order must be in draft. To edit an order, click the pencil icon next to the order number in the title bar:
Orders can have the following statuses:
Draft – order is in draft and can be edited
Review – order is in review and cannot be edited unless it is moved back to draft
Approved – order is approved and cannot be edited unless it is moved back to draft
Open – order is released and is ready to send. Note: order must be in the the Open status in order to send to a supplier
Closed – the order is complete (typically once all items are received)
Canceled – the order is cancelled
Supplier
Select the supplier from the list of suppliers within Silkline
Buyer
Select the buyer for the order. This value will be displayed on the Purchase Order for the supplier.
Requester
Select the requester for the order. The requester will be automatically enrolled as a follower when the order status is moved to Open.
Parts
The Parts
Ship To Address
The shipping address that appears on the order. This value can be automatically populated with an organization's default shipping address.
Bill To Address
The billing address that appears on the order. This value can be automatically populated with an organization's default billing address.
Delivery Terms
The delivery terms for the order (e.g., FOB Origin, DAP)
Delivery Mode
The delivery mode for the order (e.g., Freight)
Payment Terms
The payment terms for the order (e.g., NET 30, Credit Card)
Currency
The currency for the PO
Memo
The memo or instructions for the supplier
Files
File attachments that are shared securely when sending the order through Silkline. These file attachments could additional documentation like an SOW, payment terms, work instructions, part files/drawings, etc.
Line
The line item number. This value can be manually changed but no two line items can have the same value. When lines are deleted, the original numbering is preserved.
Item
The part selected from the Parts library, a free text description, or both.
Quality Clauses
Need Date
Quantity
The quantity ordered for the line item. Unit of Measure is automatically retrieved and displayed from the item master.
Unit Price
The unit price for the line item
Description
The description of the adjustment item (e.g., tax, shipping charges, etc.)
Amount
The currency value of the order adjustment
The quality clause(s) that are applicable to the order. When a quality manual is configured for the organization, the full text of applicable quality clauses will automatically appear on the purchase order. The value can be filled down to all lines by clicking the fill down button
The need date or contractual delivery date for each line. This value should typically stay constant once an order is confirmed in order to accurately track on-time delivery. A separate ETA date can be set to track the expected delivery date and this changes. The value can be filled down to all lines by clicking the fill down button
