Issue a Purchase Order

Overview

This section will cover how to Issue a Purchase Order. Once a PO has been issued, you can email a PDF copy to your vendor, download a copy for your records, and receive your line items.

To issue a PO, make sure that you have added Line Items to the click the Actions menu at the top right of the screen and select ISSUE Purchase Order, this will open a Change Status window.

Press the blue Confirm button to change the status of the PO to Issued.

Purchase Order Status Window

Once issued, click the Actions menu at the top right of the screen and select Preview, this will open the preview window.

Purchase Order Window

Press the Email icon to open an email dialog window, enter in a message, add any additional recipients, add any additional file (pictures or other documents), then press the blue Email button.

Press the green Download icon to open the document in a PDF form that you can download and print for your records.

Purchase Order PDF Example