How to Create a Purchase Order in PO Pro
PO Pro allows users to create either a Purchase Order (PO) or a Purchase Requisition (PR), depending on their settings. Follow the steps below to create a new PO or PR. Step 1: Creation of Purchase Order or Purchase Requisition * From the main dashboard, click on the ‘+’ sign in the upper-right corner of the sc…
Adding Header and Footer Notes to Purchase Orders
Users can add or edit header and footer notes on their Purchase Orders (POs) when using PO Pro. How to Add or Edit Header and Footer Notes * Click the settings cog in the top-right corner. * Select Company Settings from the list. * Navigate to Purchase Order Creation Purchase Order Data Fields. * Enter or upd…
Overview of a search function in PO Pro
This article will give you an overview of Searching for Purchase Orders and Requisitions in PO Pro. Users can search for both invoiced and uninvoiced Purchase Orders (POs) and Purchase Requisitions (PRs) using different filters. Overview of Search Parameters * Un-invoiced Only : Toggle this on to show only unin…
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…
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…
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…
