How Can I Choose the Information Sent in My Purchase Order Emails to Suppliers?
Purchase Order Email settings allows you to choose whether to include the PO number, PO price or PO date in the email sent to your supplier. * Go to the settings cog on the top-right of the page and select ‘ Company Settings ’ from the list. * From the menu on the left-hand side of the page, select ‘ Purchase Or…
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…
Default Nominal Ledger, Cost Centre & Department on Products When Creating a Purchase Order
When creating a Purchase Order and adding a Freehand Item or selecting a Product, the system will automatically populate the default Nominal Ledger, Cost Centre, and Department codes based on the supplier's settings defined in the supplier rules. These default codes ensure consistency and accuracy in categorizing th…
Approve & Forward a Purchase Order
* On your dashboard, find the " Approval " folder. * In the "Approval" folder, select the " Purchase Order " tab. * Pick the folder you want to open and give it a click. * Once you've found the purchase order you want to approve or forward, click the document icon to the right of the document to open it. * Ta…
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 .
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…
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…
What is PO Pro
What is PO PRO? PO PRO is a purchase order solution system from SmartOffice that integrates as an add-on to your current system. It is accessible from the main dashboard alongside other tools like Statement Reconciliation and Reports, etc. Key Features PO PRO covers all essential needs for managing purchase requ…
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…
