How to Use the Purchasing Agent Management Module (PAMM)

Learn more about how the Purchasing Agent Management Module (PAMM) and how it works with your Spinstak eCommerce website.

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Sometimes, your customer may want to have a purchasing agent review orders before they are submitted for processing. This can be done through Spinstak eCommerce's Purchasing Agent Management Module (PAMM). Learn how to use the PAMM by reading the article below.

NOTE: If you want to learn how to implement the PAMM on your site, please read Setting Up the Purchasing Agent Management Module (PAMM) support article.

Hate to read? Watch our step-by-step video on How to Use the Purchasing Agent Management Module (PAMM).

From the Customer Side

Customers who are assigned to a purchasing agent will have the same shopping experience as any other customer until they checkout.
Customers can log in and shop your Spinstak eCommerce website.
They can add products to their Shopping Cart, select a Shipping Method, and can enter a Shipping Account Number.
Within the Shopping Cart, customers will see a Reference PO field and Request Items button in place of a Checkout button.

Once a customer enters a PO into the Reference PO field, they can click the Request Items button.
On the customer's account homepage, there will be a Purchase Requests link.

Here, the customer can view the status of their Purchase Requests:
- The customer can click on the Status dropdown menu and select Pending, Approved, or Declined.
- The customer can then click on the FILTER button to view their Purchase Requests.

From the Purchasing Agent Side

When a customer assigned to a purchasing agent submits an order request, the purchasing agent will receive an email notification letting them know that they have an order to review.
When the purchasing agent logs into their Account Homepage, they will see a Purchase Agent Tools section containing three links:
- Sub Accounts
- Purchase Report
- Purchase Requests

Sub Accounts

Here, the purchasing agent can view any customer accounts that are assigned to them.
They can also click on the Name of the Customer to edit the purchasing agent assigned to the customer.

To assign the customer to a new purchasing agent, click on the Purchasing Agent or Purchasing Agent 2 dropdown menu and select the purchasing agent that should be assigned to the customer.
Once the purchasing agent has been selected, click on the Save Changes button.

Purchase Report

Here, the purchasing agent can view and filter all purchase requests they've received by selecting Status, Requestor, Purchased, or Date.
Once the filters are selected, the purchasing agent can click on the FILTER button.
They can also download a spreadsheet report by clicking on the Excel Sheet link.

Purchase Requests

Here, the purchasing agent can Approve or Decline any purchase requests from customers who are assigned to them.
To Approve a purchase request, the purchasing agent can click on the Approve checkbox, then click the Apply button.

IMPORTANT: After approving the Purchase Request, the purchasing agent MUST complete the checkout process before the order will be placed.

To Decline a purchase request, the purchasing agent can click on the Decline checkbox, then click the Apply button.

The purchasing agent can also filter purchase requests by clicking on the Status dropdown menu and selecting Pending, Approved, or Declined.
Purchasing agents can also filter by the company or customer by clicking the Company/Brand dropdown menu and selecting the Company (Customer).
Once the filters are selected, the purchasing agent can click on the FILTER button.