Purchase orders
Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.
11 articles
How does purchasing work in Current RMS?Create purchase orders linked to opportunities, or create manual purchase orders.
Filter the view in Purchase OrdersSee all of the purchase orders on your system that need your attention, as well as old purchase orders.
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 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 Current RMS, it’s just one click to post to Xero.