Purchase Orders

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops . A Purchase Order can be created either manually or from a template with a pre-defined set of terms arranged in a specific orde...

This article is a part of Purchase Orders and covers reviewing and submitting purchase orders.  When a purchase order is ready to submit, a reviewer will be able to assess the quantities entered to correct any discrepancies before submitti...

This article reviews submitting Purchase Orders via EDI. Sending Purchase Orders via EDI allows for the Vendor to process the order faster. Currently, Purchase Orders are sent to the email address on the Vendor record and then that contact inpu...

This is a part of the Purchase Orders feature within the Smart Ops Release. Click here to learn more about the Smart Ops Release . Purchase orders can be cancelled, edited, unsubmitted, and resent or deleted if needed after they are initially su...

This article is part of the Purchase Order Module. Click here for more information and training on  Purchase Orders . If within the Smart Ops Release window, click here to learn how to invoice a Purchase Order . Invoicing a Purchase Orde...