Select the Property you are ordering for. Please note that you cannot order for multiple sites in a catalog order. You can only select one property. If you are ordering in bulk for multiple properties please do not use the online catalog for this order at this time.

Click here to enter the Supplier, select the Supplier account that is associated to the community.

Search for the items that you would like to order.

Frigidaire 24 in. 14 Place Settings Dishwasher in Black

Select the quantity of items and click add to cart.

If you regularly purchase the same items for inventory, you can choose to add those items to a list. You can create as many lists as you need depending on the types of orders. Click "Add to My Lists"

Select a list that you have already created or enter a name to create a new list. Then click Add to my lists.

If you have already created a list that you would like to order from click "My Lists"

Click the list you would like to order from.

Click here to select all items, or select the specific items you would like to order. You can also adjust the quantity here.

If the order is correct select to Transfer Cart. This will take you back to Entrata into the Purchase order.

Select the routing tag associated to this order.

Choose One
Capital Projects
Commercial Asset Manager
Construction Use Only
Home Office HQ & HQ2
Operations
Renovations Capital Projects

If this is the first time you are ordering an item from the catalog there will be no GL attached to the item. If this is the case once you submit the PO you will go to step 26 to associate a GL. If this item has been ordered in the past, it will be submitted automatically for approval.

When you save the PO, if the items pricing have been updated since the last order, it will ask if you would like to update the rate, you may do this and it will save the rate in the settings.

Review the budget with the order to be sure you remain on track.

If this is the first time you are ordering a specific item you will be asked to code it in Incomplete Purchase Orders and associate the item with supplies or assets. This will only be completed one time per item. All future orders of that specific item will have this associated to them and will be submitted for approval without this step.

Click "Financial"

Click this dropdown to select the item type. Items that you typically would track in asset tracking such as appliances, large plumbing replacements, etc. should be selected as Fixed Assets (Expensed and Tracked). Inventory supplies will be categorized as Supplies (Not Tracked).

Assign to existing
Fixed Asset (Capitalized & Tracked)
Fixed Asset (Expensed & Tracked)
Inventory (Expensed & Tracked)
Inventory (Inventoried & Tracked)
Supplies (Not Tracked)
Services (Not Tracked)

Select the unit of measurement, category, consumption, GL account associated, and if an Asset the Service life in number of months.

Choose One
100 Packing
10 Pack
12 Pack
2 Pack
3 Pack
4 Pack
50 Pack
Each
Fido bag

Upon completion the catalog order is submitted for approval. Once approved by the appropriate team members the order is submitted to the supplier automatically.

Upon receipt of the order, click "Purchase Orders"

Click on the purchase order of the order received.

Type in the amount of items received. You can partially receive orders as specific items come in.

Click Receive Items. An invoice from Vendor Access can now be linked to this PO for payment for the items received. If this is just a supplied not tracked order then after the invoice you are complete.

If this is a Fixed Asset (Expensed and tracked) order you will move to step 36 to log the Fixed Asset.

Enter in all required fields, please also add in the Make, model, and color. The asset number is assigned by Entrata.

Click "Ferguson Facilities Supply , Atlanta , AL"

Ferguson Facilities Supply , Atlanta , AL

PROFLO® Jerritt 1.28 gpf Elongated ADA Two Piece Complete Toilet in White (Seat, Wax Ring & Closet Bolts Included)

Fill in the date, location type (if it is a unit you will then select the unit number), and the location within the unit.

Congratulations! You have now completed your catalog orders! The more you complete these the quicker they will be and the easier your ordering process will be!

Entrata

This guide offers a comprehensive step-by-step process for creating, managing, and tracking catalog purchase orders, making it an essential resource for anyone involved in procurement within a property. It streamlines the ordering process by detailing how to handle everything from selecting items to associating accounts and tracking fixed assets. By following this guide, users can ensure accurate order submissions, maintain budget oversight, and effectively manage inventory, ultimately enhancing operational efficiency. Additionally, it highlights key considerations for first-time orders and asset tracking, ensuring that even newcomers can navigate the system confidently.

Creating a Catalog Purchase Order