Moving forward, the manner in which you receive purchase orders will be a bit different. You will start to see system-generated emails instead of direct emails from your customer with a copy of the PO PDF attached.

These new notifications will contain the necessary information:

✔ Payment Terms

✔ Item & SKU #

✔ Purchase Quantity

✔ Unit Cost

✔ Ship To Location

✔ Promise Date

* BEST PRACTICE – Request that your IT group whitelist the Leverage domain (@lvrg.ai) to ensure email deliverability

When you receive the purchase order notification, click the blue Acknowledge button.

This will direct you to a virtual Purchase Order Acknowledgement page where you’ll be able to accept, reject, or adjust your customer’s purchase order. [video]

From within the Purchase Order Acknowledgement page, you can adjust promise dates, unit costs or quantities for each PO line item based on need.

Once everything is ready, or if no changes need to be made, click the Acknowledge button again to confirm the order.

If there is something else wrong with the order, you can also reject it and send it back to the customer to fix

Propose changes to the Promise Date, Unit Cost and/or quantity on each line of the purchase order

When proposing a change, you’ll be required to leave a note explaining why you have made this change

When you’re response is ready for customer review, click REQUEST CHANGES

When the supplier proposes changes to a purchase order, the customer is alerted via email of the difference between the original purchase order and the supplier’s response, prompting them to review.

This moves the order into the status called Needs Review

The customer has two options, to ACCEPT or REJECT the supplier changes.

If the customer accepts the supplier’s changes, the order will then move into ACKNOWLEDGED status in Leverage.

The supplier will be alerted via email that the changes were accepted

If the customer does not agree with the supplier’s proposed changes, they can reject them

The supplier will be alerted via email of the rejected response with a reason for the rejection.

Supplier will be prompted to resubmit a new acknowledgement response

This allows suppliers to assign multiple promise dates and committed quantities to a single PO line.

In the below image, you'll notice an icon to the far right of the PO line on the Supplier PO

Acknowledgement Page

By clicking SPLIT LINE, additional input fields populate below the original Promise Date, Unit Cost and Quantity fields, breaking the line up from one set of values to two*.

By doing this, the supplier is proposing an adjustment to the schedule in which different quantities will be delivered.

* suppliers are not able to propose multiple adjustments to unit costs if lines are split. They can only propose a unit cost change for the entire line

The customer (buyer) will be alerted via email that the supplier responded with an adjustment to the order, outlining the splits that have been proposed

If a change is made by the customer to their purchase order, you will be alerted via email that the purchase order has been [REVISED]. This will show on Leverage emails, on the PO PDF and in the Leverage acknowledgement page.

Message that is present on the Supplier acknowledgement screen when a customer has amended the purchase order

Status requests for purchase orders have been set up on a predetermined cadence

You will receive these in the same manner as the original PO request, and are able to provide updates the same way, by clicking the Provide Updates button, which takes you to the external supplier portal. Click add update, and then Submit.

If you do not have any update to provide, click the link labeled All listed orders are on track

You will also receive system-generated requests for shipment information on a preset cadence, based on the expected ship date for the given purchase order. The Shipment Information request request will look as all others have and will also take you to the external supplier response screen.

Here, you’ll be asked to enter the Tracking #, Carrier, Estimated Shipment Date and Estimated Delivery Date.

You will also need to add the relevant PO Lines associated with the purchase order and relevant quantities.

If you're submitting an ASN:

Click the Advanced Shipment Notice option to get to the ASN page.

Here, you’ll be asked to enter the Shipment ID, Method of Transportation, the Date Shipped, ShipTo location, Expected Delivery Date, and BOL and PRO Tracking Numbers.

You will also need to add the packages being shipped and associate the corresponding purchase order line items and quantities to each package.

There is no initial setup required to utilize the Leverage Supplier Portal and you are completely able to interact with and manage purchase orders for your customer via the Leverage email prompts.

Upon completing your first acknowledgement, you will receive an email confirming you were automatically registered as a supplier in Leverage, with a link to update your password.

One of the benefits of the Leverage Supplier Portal is that you don’t need to wait for a system-generated email request to provide information. You can log in at any time to provide notes, leave comments, submit updates or change requests, and provide shipment information. You can also manage who receives email notifications on purchase orders.

Need to request a change on a purchase order you have already acknowledged?

1. Search for the order in the Leverage Supplier Portal

2. Select the order you want to submit a change on

3. Click the vertical ellipses on the right side and select Provide Update

4. Add a note to your customer, adjust the Promise Date, submit a change to Unit Cost or order quantity

5. When you submit your request, your customer will receive a notification to review and accept or reject your request.

Leverage will request shipment information from you 72 hours in advance of the expected ship date. If you have shipment info already, you don’t need to wait for Leverage’s request.

1. Search the purchase order in the Leverage Supplier Portal

2. Locate the PO lines where you need to submit shipment information.

3. Click the Provide Shipment Info link [1] OR click the vertical ellipses on the right side and select Provide Shipment Info [2]

*You can also click to view a PO line and select Provide Shipment Info from the Actions dropdown:

4. Provide shipment tracking and packaging information, and associate the purchase order lines you are sending to the shipment

You can provide multiple ASNs or add multiple orders to a single ASN if items from different orders are shipping together

Here, you’ll be asked to enter the Shipment ID, Method of Transportation, the Date Shipped, ShipTo location, Expected Delivery Date, and BOL and PRO Tracking Numbers.

Comment on an order for your customer to see.

Use the “@” feature to ping them directly and they will receive an email to respond.

Your customer can comment/chat with you via the Leverage portal in the same manner

For general inquiries, system support, feature enhancements, suggestions or bugs:

Contact Leverage at support@tryleverage.ai

For questions or concerns regarding pricing, delays or production issues:

Contact your customer directly to resolve