Do Not Require Supplier Email in Purchase Order Creation
Overview If you're using the PO Pro Add-on to create and manage purchase orders in SmartOffice, you can customize which fields are required during PO creation. One of these fields is the supplier email address . When to Use This Option If you don’t want to include a supplier’s email address—or if you simply…
Help desk article - Only Admin Can Cancel/Close Purchase Orders
Only Admin Can Cancel/Close Purchase Orders Overview: SmartOffice offers enhanced control over purchasing workflows through a setting that restricts cancellation and closure of purchase orders to Admin users only. What This Setting Does: When the "Only Admin can cancel/close order" setting is enabled: Only A…
Choosing What Information Is Included in Purchase Order Emails to Suppliers
SmartOffice allows you to control what details are included in the email sent to suppliers when a Purchase Order (PO) is issued. You can choose to include the PO number, price, and date in the email’s subject line. How to Configure Purchase Order Email Settings To adjust these settings, follow the steps below: …
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…
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…
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…
