Ready to send your purchase order to your customer? Use the documents under the Print heading to print, download, or send the document.
When you’ve sent a purchase order, mark as sent for your reference.
🔧 Purchase Orders are in beta. Want to join our purchasing beta program? See: Purchasing beta
See documents from an opportunity
When creating a purchase order from the opportunity costs view, Current pops up a box that shows all purchase orders created.
A link is included so you can jump directly to the purchase order document for each purchase order. The documents will open in new tabs, so you can click each document that you’d like to send and do that quickly.
See documents from a purchase order
From a purchase order screen, you’ll see any active layouts under the Print heading on the right hand side. Click to preview.
Print or download
To print or download your document, click the Print friendly version or Download to PDF buttons at the top.
⚠️ When using the print friendly version, your web browser takes care of some layout and formatting settings for you. For example, you might notice that background colors don’t print or font sizes are slightly different.
If you want to be sure that what you see on screen is what you’ll see on paper, downloading to PDF and printing is your best option.
Downloaded PDFs can be saved to your device for your reference or for sending on in another app.
Create a discussion
Send an email to your customer from Current RMS by choosing the Create a discussion button.
The organization, contact, or venue against the purchase order will automatically be included as a participant, along with a PDF attachment of the document for your customer.
Enter a subject and comment, then select Create Discussion when done.
Discussions sent with Current RMS come with email open tracking, so you can often tell when a customer has received an invoice – handy for those times when a client is stalling on payment.
See purchase orders waiting to be sent
To get a list of purchase orders waiting for to be sent, filter selection in Resources > Purchase Orders to see “Waiting to be sent”.
You may also create a custom view – handy if you’d like to include more information or filter by date. See: Custom views
Mark as sent
When you’ve sent a purchase order to your supplier, mark it as sent.
From a purchase order, click Mark as sent under Actions.
Keep in mind that marking as sent doesn’t send your purchase order, it gives it the status of “sent” so that you can keep track of which purchase orders have been sent to your suppliers.