How to Create Order and Submit them for Payment by Purchasers

The new MacroFab Team Accounts & Collaborative Tools release allows users to join together in a unified organization. Once your team is set up in your MacroFab account, you will then be able to use several tools that allow you to collaborate

The new MacroFab Team Accounts & Collaborative Tools release allows users to join together in a unified organization. Once your team is set up in your MacroFab account, you will then be able to use several tools that allow you to collaborate with your teammates, including but not limited to sending requests for purchase of your organization’s PCBs.

MacroFab offers different ways to pay for an order depending on how you have configured your user’s roles and permissions. These include credit cards and using preapproved credit terms. We also support purchase order numbers so you can associate your company’s PO number with every order.

Creating an Order

Customers using our self-serve PCB experience can use the MacroFab Platform to specify the quantity they want to order of their design and then click the Order Now button to create an order. For details on all the steps involved in leading up to being able to create your order, see the article Ordering your PCB Assembly.

Below are the final steps just prior to order creation where you can specify quantity and click Order Now for reference.

After clicking Order Now, you will then be taken to the Order page.

First, enter your shipping address and then click the Use Address button. You'll also be able to pull from your Organization's address book.

Next, select the shipping method:

Download a Quote PDF

At this step, if your company requires you to document a referenceable quote before ordering, you will see a Download Quote button appear after selecting a shipping address. Click the Download Quote button to export a PDF document that you can use to generate your own internal purchase order number.

Ways to Pay for an Order

Paying with a Credit Card

In Section 2, enter your credit card information. You can optionally enter a PO number for your own reference.

Paying with Credit Terms

If your company has already applied for and been approved for credit with MacroFab, users with the default Purchasing role or custom roles with the permission "Purchase any order in your organization using your credit terms" can pay for an order using credit terms.

In section 2, the purchaser must enter a PO number, save it, agree to the terms, and click the Place Order button. Depending on the specific arrangement your company has with MacroFab for credit, you may be requested to make a down payment with a credit card. In the event the order will exceed your credit limit, further instructions will be presented.

Collaborative Purchasing Workflow

With this new release, teams can now use MacroFab's free Cloud Manufacturing Platform to collaborate and self-organize their team members using simple role-based permissions. Once teams are set up, your Engineers can click a button and send a purchase request to their Supply Chain teammates, all within the MacroFab Platform.

Sending a Purchase Request

If a user does not have the proper role to use their companies pre-arranged credit terms with MacroFab, they may require a teammate's assistance with the proper purchasing permissions. This scenario is common when an Admin assigned some teammates the ability to specify technical details, while other teammates might be restricted to focus on procurement and can't ever modify technical details.

To send a purchasing request, in Section 2 of the Order page, a user can click the Send to Purchasing Team tab from the order page and send the order to a member of the purchasing team. Pre-fill your order details, select the Purchasing teammate(s) you want to send the order to for payment, and click "Send." When you do, the MacroFab platform automatically sends an email to your purchaser(s) requesting payment. Your Purchasing teammate(s) will be able to log in to their MacroFab account and manage pending purchase requests. You'll also get an email once a teammate has completed your request.

Receiving a Purchase Request

Purchasers receive an email once a purchasing request is sent to them from a member of their organization. They can click on the button that says complete purchase request to be taken to the Order page to complete the transaction. The purchaser would follow the directions in the "Paying with Credit Terms" section to complete the transaction.

The user requesting the purchase will receive the following email indicating the purchase request has been sent.

Managing Pending Purchase Requests in the Purchasing Section

A user with the Purchaser role, or a role that contains the permission "Purchase any order in your organization using your credit terms," will be able to view all purchasing requests sent to them by team members. To see pending purchase requests go to the Purchasing tab and click Open Purchasing Requests.

The purchaser can click the order link, which will take them to the order where they can purchase using a PO and credit terms. The purchaser would follow the directions in the "Paying with Credit Terms" section to complete the transaction.

After a Purchase Request is Complete

Once one of your Purchasers has completed the requested purchase the requester, the completing purchaser, and any other purchasers you specified who were not able to complete the transaction quick enough will all be notified that the request has been fulfilled.

The requester will get an email similar to this one:

The completer will get an email similar to this one:

Any purchasers who were not quick enough to complete the transaction will receive an email similar to this one:

Download an Invoice

If your company requires a copy of the invoice for your order, a Download Invoice button will appear under the Order Totals section once payment has been arranged.