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How do I assign a purchase order to a shipment or quote
How do I assign a purchase order to a shipment or quote
Updated over 9 months ago

To assign a purchase order (PO) to a shipment or quote, follow these steps:

  1. Create or Edit: Create a new quote or shipment directly from the PO view, or edit an existing quote or shipment.

  2. Add PO Number: Enter the PO number in the appropriate field.

  3. Select Checkbox: Check the select checkbox to assign the PO to the quote and/or shipment.

This seamless integration simplifies the process and keeps all your information organised.

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