Create a new Purchase Order (P.O.)
A Purchase Order is a document that you send to a Supplier with a list of products ordered, including prices and quantities.
To start using purchase orders, goto the Sales web app
Options menu / Display tab, and check the box next to Purchase Orders.
To create a new P.O. on your mobile:
- Start Upvise and go to the Sales app
- Tap on the + button and select New Purchase Order
In your web account:
- Open the Sales app and goto the Purchase Orders section from left pane menu
- Click on the + icon
A new purchase order is created with date set to Today by default, the Number is incremented automatically based on the previous value.
Set the Supplier Company and Contacts.
Next Step:
Add Products.
