How to Create and View Purchase Order

This guide provides step-by-step instructions on how to create and view purchase order history in the Purchase Module. It explains how to add an order, select a vendor, choose products, save and send the order, view and share the order as a PDF, upload or remove files, and track the history of the order. If you want to efficiently manage your purchase orders and keep track of their history, this guide is a must-read.

Ayushi
11 steps
45 seconds

Navigate to Worksuite > Purchase Module > Purchase Order

Click on "Purchase Order" and "Add Order".

Select vendor's name and fill other fields.

Select the delivery address where you want to deliver the product.

Click "Select Product".

Select the product you want and click "Macbook"

Click "Save & Send"

You can view your purchase orders. Click here.

Click "View" and you can also share this as a pdf or you can download it.

Click "Files" to upload or remove files.

Click "History" to track the history related to that particular order.