Purchase Orders

The Purchase Orders page contains the list of purchase orders. From this list, you can create and view purchase orders.

To sort the list by status, select Paid or Pending from the drop-down menu. By default you see all purchase orders.

To search a purchase order, enter key words in the Search box.

The Purchase Orders page

How to add a purchase order

  1. Select Add. The modal window will appear.

  2. In the modal window, enter a contact name in the Search Contact box. Select a contact from the drop-down list.

  3. Enter a project name in the Test Project box. Select a project from the drop-down list.

  4. Select Account from the drop-down list.

  5. Select Terms from the drop-down list.

  6. Set Purchase Order Date or use a default current date.

  7. Select Save Purchase Order.

The Add new purchase order modal window