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Purchase orders
Purchase orders
Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.
Matthew James Finkel avatar
By Matthew1 author10 articles
How does purchasing work in Current RMS?
Filter the view in Purchase Orders

Create purchase orders


Create purchase orders from an opportunity
Create a manual purchase order

Customize purchase orders


Customize your purchase order items list
Change your default purchase order numbering and other settings

Work with purchase orders


Authorize a purchase order
Print, download, or send a purchase order and mark as sent
Set expected arrival information for a purchase order
Complete or cancel a purchase order
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