How to create purchase order on Invoicera?

1. Go to Purchase Order Management: After logging in to your Invoicera account click on Purchase Order on the billing tab.

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2. Purchase Order Management Section

a. Add a new purchase order

b. Click on an existing purchase order to know its status

c. Viewed

d. Sent

e. Draft

f. Edit an existing PO or export as pdf

3. Fill in the details to create a new purchase order:

 g. Client

 h. PO Number

 

4. Choose the option to send the purchase order as a mail or save.

5. Edit the details of the message if required

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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  • Chris

    Sorry, but this is not clear to me. I am looking for a system that will convert Quotes to Purchase orders from several vendors. That is if I create a quote which includes items form three different suppliers, when the quote is accepted, I want to create the three purchase orders and send them.

    Does your program do this?

    thanks

  • http://invoicera.com Invoicera Support

    Hi Chris
    Invoicera does not let you create separate purchase orders from a single quote that has 3 different supplier quotations. However, you can certainly create purchase orders from individual purchase orders.
    If you need further assistance, please get in touch with Invoicera support team and we would be happy to help.

    Regards
    Karan Arora
    Customer Delight Officer
    Invoicera.com

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