I can generate and send a purchase order

This guide focuses on generating and sharing a purchase order using the purchases module.

Step 1: Navigate to the purchases module and select the Purchases (Trading) page.



Step 2: Choose the order to work on by selecting the desired order.



Step 3: Proceed to the Document Center tab.



Step 4: In the purchase contract row, select Edit.



Step 5: Fill in all the necessary details and click on Generate and Download to create the order.

Sharing the Sales Order

Step 1: To share the generated order, use the Notify feature.



Step 2: Click on External Communication.



Step 3: Choose the recipient

Step 4: Choose a template and





Step 5: Click on Attach Docs



Step 6: In the purchase tab, select the generated purchase contract.



Step 7: Attach the selected contract by clicking on Attach.



Step 8: Finally, click on Send to share the order.

Updated on: 06/08/2024