CRM Help

Working with Purchase Orders

A Purchase Order is an order placed for procuring products or services from your vendors. It is a legal binding document that protects interests of both the vendor and buyers. In general, a Purchase Order (PO) contains the PO number, date, line items (products) including the quantities and prices based on the Sales Quote, Billing address, Shipping address, and Terms & Conditions. You can use the PO for communicating your product and pricing requirements to vendors so there will not be any pricing questions in future. You can also use the PO to cross-check the products shipped to your shipping address and invoices sent to you. In addition, your vendor can use the PO as a legal document in the event of nonpayment in a court of law. 

Availability

Profile Permission Required: Access to the Purchase Orders Tab that includes View, Create, Edit and Delete permissions.

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