How to Set a Default Billing Address in SmartOffice
You can set a default billing address for purchase orders by doing the following steps. Steps to Set a Default Billing Address * Click on the Cog Icon * Scroll down to Purchase Order Creation * Click on Purchase Order Data Fields. * Click on 'Select the Billing Address' and choose the relevant address. New addr…
Enabling Nominals from a Purchase Order
Overview If you process suppliers using Purchase Orders, it is recommended that you enable Generate Nominal Ledger Values from Purchase Order to ensure nominal values are pulled from the PO/GRN file that you have imported from your AP. This also applies if you are assigning Nominal Ledgers from POs in PO Pro. R…
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 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…
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…
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…
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…
