Send a Purchase Order for Approval
* Open your Purchase Order and click the "Send for Approval" icon at the top of the page. * If you have set up default approvers and users to be notified for every purchase order, these will automatically appear. All you need to do is click "Save". * If you don't have default approvers set up, click "Add Approve…
Purchase Order Creation Settings - General
Introduction: The Purchase Order Creation settings allow you to customize various aspects of your purchase order process. This guide provides a summary of the settings available on the General settings page and their respective functions. Step-by-Step Guide to Configure Purchase Order Creation Settings: * Click o…
How to search for purchase orders
If you are unable to find your purchase orders using Search & Reporting, it's important to understand the difference in functionality between searching for invoices and credit notes linked to a PO number versus searching for actual purchase orders. Follow the steps below to effectively locate your purchase orders: U…
How-to Create a Goods Received Note
After you have sent your Purchase Order using PO Pro to the supplier, and you have received the goods you have ordered, you can create a Goods Received Note by following the below steps * On your Dashboard, open the ‘Purchase Orders’ folder * Open the folder for the supplier you wish to create a Goods Rece…
My Purchase Orders Won’t Match My Invoices
If your Purchase Orders won’t match your invoices, be sure to check that you have the correct code in the PO System Code box in your supplier’s rules. For more information on the PO System Code, see How-to Manually Add a Supplier to Your Account .
Creating Custom Data Fields for Purchase Orders
Introduction: The Purchase Order Creation settings in SmartOffice allow you to create custom data fields for your purchase orders. These fields can be included on the PDF version of the purchase order sent to your suppliers. You can also specify whether these fields are required or optional. This guide will walk you…
