Creating and Approving Purchase Orders

In this section, you will learn how to create and send out Purchase Orders to your Vendors

Table of Contents

1. What is a Purchase Order
2. Creating a Purchase Order
3. Viewing Approvals
4. Flexibility - Vendor Responded Outside of Ressio

What is a Purchase Order

A purchase order (PO) serves as a legally binding agreement outlining the details of goods or services, including quantities, prices, delivery dates, and terms of payment. 

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Creating a Purchase Order

Access your Estimate, check the desired items to include in the PO, click on Create, and then Purchase Order. 

Add Details: You can include information such as descriptions, terms and conditions, attachments, instructions, and messages.

Select the desired Vendor. Then, click on Save and Release

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Viewing Approved Purchase Orders

Once the Vendor responds, check the approval in the Approvals section under the Purchase Order tab and you will find if it was denied or approved

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Alternate Approval Methods

In case the vendor chooses to reply through a different channel, you can access the Purchase Order in the Approvals tab. Click on the desired PO and click Approve.