Purchase orders
Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.
11 articles
- Customize your purchase order items listRe-order items and groups, change group names and create new ones, and change quantities and prices with ease.
- Change your default purchase order numbering and other settingsSet how your purchase order numbers should look, your address, and change other settings.
- Authorize a purchase orderSee a list of purchase orders awaiting authorization and authorize them
- Print, download, or send a purchase order and mark it as sentUse the options under the Print heading to send your purchase order to your customer. Mark as sent when you’re done.
- Set expected arrival information for a purchase orderIf goods are going to arrive sooner or later than anticipated, set an expected arrival date and notes.
- Complete or cancel a purchase orderComplete a purchase order to mark as done; cancel a purchase order that’s no longer going ahead.
- Post purchase orders to XeroAfter you’ve completed a purchase order in your system, it’s just one click to post to Xero.