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Managing a Purchase Order
James Gold avatar
Written by James Gold
Updated over a week ago

OVERVIEW

  • How to setup the Purchase Order for DOA Approval


Purchase Order Details

  • Select the PO type (This is selecting the public note) These must first be created in the admin console

  • Select Supplier Currency


Costs

  • Select Create cost line item(s)

    • Enter the description, receipt type, cost, quantity and if required tax %

  • Select the subtract icon to delete a cost line item

  • Select the DOA approver


Supplier

  • Select the supplier if RFQ

  • Select the supplier address and delivery address


Notes

  • Enter any notes required for subsequent approvers


  • Once all required information has been entered select 'Submit for approval' to gain cost approval from the DOA.


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