Set Up Purchase Orders
Help Article
How To Set Up Purchase Orders
Links
Steps
1. Navigate to Purchase Orders page
2. Fill in purchase order details
3. Click save draft to upload purchase order
Below is an example of how to set up a purchase order, we will be making a purchase order for 100 folders from Mr Meganet (as seen in the demo account).
Step 1.
To start navigate to Purchases>Purchase Orders.
Step 2.
Fill in the Purchase order details , in this example we have selected Mr Meganet and a purchase order for 100 folders.
Purchase Order Submission Page
What The Purchase Order Options Mean
Project: If this purchase order is part of a project select it here.
PO Date: Enter the date of the purchase order.
Reference: Enter the reference number for this order here.
Step 3.
Once you have filled in the purchase order information click Save Draft.
If the purchase order is successfully uploaded you should see the following
Purchase Order Upload Succeseful
