FAQs in this section
What is a Purchase Order (PO)?
When should I use Purchase order?
How do I create a Purchase Order?
What will happen to the product quantity in stock when I create a Purchase Order?
How do I add a new section in a Purchase Order?
How do I add a product or a service to a Purchase Order?
How do I share a Purchase Order?
How do I add a document to a Purchase Order?
How do I print or export a Purchase Order?
Can I change the template of a Purchase Order?
Is Purchase Order available for Sales starter edition?
How do I create a Purchase Order from a Quote?
Table of Contents
You can create a purchase order (PO) through a quote with the +New button.
Follow these steps to add a PO from the +New button in Quotes:
To learn more about Purchase Order, click here.
Follow these steps to add a PO from the +New button in Quotes:
- Click the Main Menu.
- Go to the Sales tab.
- Select the Quotes module.
- Open any particular quote.
- In the Summary View, click the +New button on the right-hand side top corner of the screen.
- Click the Add or Create button.
- Click on Purchase Order.
- Enter all the details and click Save.
To learn more about Purchase Order, click here.
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