It is possible for the companies working in the system as a Customer under the Enterprise plan to form and send a formal request to the Supplier for a needed volume of goods or services on pre-agreed terms and conditions to be delivered. The Supplier has the opportunity to confirm or reject the received request.

By using the Purchase Order, the terms of each delivery can be legally recorded, and it is the basis for recording the arrival of goods or services and controlling invoices.

Workspace:

• PO number and name;
• The supplier the order was formed for;
• Date of order creation;
• Delivery date;
• Change Date (i.e. the date of the last PO status change);
• The status the order is in;
• Due to pay (the final price of the order including all the additional payments provided);
• And also the last field that displays:
  • Responsible for the order;
  • Pickup address or delivery address;
  • Functional group (if the group was specified at the stage of the order creation).

You can customize the workspace fields according to your personal needs by checking required in the setup table ⚙️

Purchase Order Creation

To create an order, click Create PO on the toolbar. Then in the PO creating window that opens, sequentially specify all the necessary characteristics that define the procedure

All characteristics are organized into blocks:

• Purchase order

• Supplier

• Delivery

• Positions

• Calculations

• Files and description

Purchase order

1. PO name;
2. PO number is formed by the system automatically, but you can change it;
3. PO date and currency;
4. Functional group - allows to set up personal employees' access to PO;
5. Responsible employee. Contact phone number and email will be filled in automatically by the system, you can specify additional contact information;

1. Customer address - automatically filled in from the legal address of the company. The legal address is specified in the company profile;
2. You can add a connection to the sourcing event (in this case the link to the connected sourcing event will be displayed in the PO card);