Table of Contents
1. Introduction
You can use purchase orders to request a product or service from a supplier or as part of an approval process before raising a bill. You can create bills from purchase orders and keep track of these bills easily.
2. Enable Purchase Orders
To enable the Purchase Order feature, navigate to Settings > Configure system > Toggle features and click on the 'Features' tab. Use the radio button to enable Purchase Orders.
The purchase order feature can now be found on the Purchases > Purchase orders menu.
3. Create a purchase order
Navigate to Purchases > Purchase orders and click on the 'Create PO' button.
Fill in the purchase order details and click the 'Save' button to save in the 'Complete' tab on the Purchases > Purchase orders menu. Alternatively, click the 'Save draft' button to save in the 'Draft' tab.
The creation of the purchase order will be confirmed. You can view all purchase orders on the 'All' tab. You now have a range of options available for the PO if you click on the 'Manage' drop down.
4. Convert to a bill
You can use purchase orders to request a product or service from a supplier or as part of an approval process before raising a bill. You can create bills from purchase orders and keep track of these bills easily.
To view and create purchase orders please make sure you have toggled this feature on. Once you have created a purchase order, this guide will help explain how to convert it into a bill.
Purchase Orders will appear under the Purchases > Purchase order menu, navigate to the menu and click on the 'All' tab.
Click on the 'Manage' drop-down option beside the appropriate purchase order and select the 'Create bill' option.
The details of the purchase order will now automatically populate the bill form. The 'Reference' field is available to enter the purchase order invoice number and the 'Purchase Order Ref' field will automatically populate with the purchase order number the bill has been converted from.
Hit the 'Save' button to create the bill.
The bill will now appear in Purchases > Bills > Unpaid.
If you click on the purchase order number on the Purchases > Purchase order menu, you can view all bills that have been converted from this purchase order:
5. Email a purchase order
Purchase orders will appear under the Purchases > Purchase order menu, just click on the 'All' tab to view them all.
Click on the 'Manage' drop-down option beside the appropriate purchase order and select the 'Email' option.
Edit the email form as appropriate and hit the 'Send email' button.
