Purchase Orders (POs) are not mandatory; however, if your organization chooses to use them, you can easily record PO details and track the remaining balance as invoices are issued against the PO. The PO number will also appear on all relevant reports, simplifying reconciliation and ensuring clear audit trails.
Under the menu select 'Purchase Order'
Firstly select 'Create' in the top right hand corner. Then complete the relevant fields.
Client: Mandatory – select the Client relevant to the Purchase Order
Description: Optional – enter in a PO description
PO Number: Auto-populates – system automatically assigns a purchase order ID as a unique identifier
Client PO Ref: Mandatory – enter the client’s PO number here
PO Date: Mandatory – enter the PO date
Value: Mandatory – enter the monetary value of the PO
Reference Purchase Order - Optional - whether the PO is for reference purposes only
No Date Limit - Optional - whether you want the PO to have a "valid until" option or not
Valid Until Optional – if the PO has an end date, enter it here
No Date Limit? Ticking this box eliminates the need to enter in a PO end date
Once all the required fields have been filled press save and the PO number has been successfully created.