Purchase orders

Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.

10 articles in this collection
Written by Matthew James Finkel

How does purchasing work in Current RMS?

Create purchase orders linked to opportunities, or create manual purchase orders.

Written by Matthew James Finkel
Updated over a week ago

Filter the view in Purchase Orders

See all of the purchase orders on your system that need your attention, as well as old purchase orders.

Written by Matthew James Finkel
Updated over a week ago

Create purchase orders

Create purchase orders from an opportunity

Create purchase orders for your sub-rentals, sub-contract services, and freelance staff directly from the opportunity costs view.

Written by Matthew James Finkel
Updated over a week ago

Create a manual purchase order

Generate a blank purchase order that you can add items to and customize information on.

Written by Matthew James Finkel
Updated over a week ago

Customize purchase orders

Customize your purchase order items list

Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.

Written by Matthew James Finkel
Updated over a week ago

Change your default purchase order numbering and other settings

Set how your purchase order numbers should look, your address, and change other settings.

Written by Matthew James Finkel
Updated over a week ago

Work with purchase orders

Authorize a purchase order

See a list of purchase orders awaiting authorization and authorize them

Written by Matthew James Finkel
Updated over a week ago

Print, download, or send a purchase order and mark as sent

Use the options under the Print heading to send your purchase order to your customer. Mark as sent when you’re done.

Written by Matthew James Finkel
Updated over a week ago

Set expected arrival information for a purchase order

If goods are going to arrive sooner or later than anticipated, set an expected arrival date and notes.

Written by Matthew James Finkel
Updated over a week ago

Complete or cancel a purchase order

Complete a purchase order to mark as done; cancel a purchase order that’s no longer going ahead.

Written by Matthew James Finkel
Updated over a week ago