Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase orders as part of an approval process, providing greater control and oversight.
The purchase order feature is available exclusively on the Medium, Large, and Practice Edition plans (the latter is only accessible to accountants).
Purchase orders guide To create a purchase order, navigate to Purchases > Purchase Orders, and click the 'Create PO' button.
Fill in the necessary details, then click 'Save' to store the purchase order in the 'Unbilled' tab under Purchases > Purchase Orders. Alternatively, click 'Save Draft' to store it in the 'Draft' tab.
Create a purchase order from a sales invoice
To create a purchase order from an invoice, navigate to Sales > Invoices and click the ‘All’ tab. In the table, click the ‘Manage’ drop-down under the ‘Options’ column for the relevant invoice.
Then, select ‘To Purchase Order’ and complete the purchase order creation form.
