How to Create a Purchase Order/Requisition
* From your dashboard, open the " Purchase Orders " folder. * Click the plus icon on the top-right of the page. * Fill out all the fields as shown in the screenshot provided. If you have any questions about the fields, check “Purchase Order Creation Settings in Company Settings > Purchase Order Creation > Ge…
Customising Purchase Order Data Fields
Introduction : You can customise the data fields in your purchase orders to include header notes, footer notes, billing address, shipping address, and phone information. This article will guide you through the settings available to personalize these data fields according to your specific requirements. Company Set…
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…
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…
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…
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…
