FAQs in this section
How to generate Purchase order from sales order?
What is a Purchase Order?
How does Purchase Order affect the inventory?
How to generate a Purchase Order?
How to generate Purchase order for Vendor?
How can I print a Purchase Order ?
Can I cancel a Purchase Order and what happen if I cancel ?
Where should I create vendor records to be selected in Purchase order ?
What is a Purchase Order (PO)?
When should I use purchase order?
How can I create a purchase order?
What will happen to the product quantity in stock when I create a purchase order?
How can I create a purchase order from a quote?
How can I add a new section in a purchase order?
How can I add a product or a service to a purchase order?
How can I add a document to a purchase order?
How can 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 can I share a purchase order?

You can share a purchase order (PO) with a customer by sending a link to the PO or by sending the PO itself as an attachment.
  • As a link
Follow these steps to share the PO as a link:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Purchase Orders module.
  4. Open any Purchase Order record.
  5. Click the New button in the Summary View.
  6. Select Share.
  7. Click Share as link.
  8. A mail compose window opens with the PO link.
  9. Enter the recipient's details.
  10. Click Send.
  • As an attachment
Follow these steps to share the PO as an attachment:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Purchase Orders module.
  4. Open any Purchase Order record.
  5. Click the New button in the Summary View.
  6. Select Share.
  7. Click Share as attachment.
  8. A mail compose window opens with the PO attachment.
  9. Enter the recipient's details and click Send.
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