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Purchase Orders

When your customer send purchase orders to you, you can view and manage them from the Purchase Orders module in the portal. From here, you can review, accept or reject, add comments, and download them.

View Purchase Orders

To view purchase orders sent by your customer:

  • Go to Purchase Orders on the left sidebar.
  • Select the purchase order you want to view.

The purchase order will be displayed.

Accept or Reject Purchase Orders

Once your customer sends you a purchase order, you can either accept or reject it. To accept:

  • Go to Purchase Orders on the left sidebar.
  • Select the purchase order you want to view.
  • Click Accept at the top of the page, based on your preference.

Once you accept the purchase order, it will be marked as Accepted in their Zoho ERP organisation.

To reject:

  • Go to Purchase Orders on the left sidebar.
  • Select the purchase order you want to view.
  • Click Decline at the top of the page, based on your preference.
  • In the pop-up that appears, enter the reason to decline it.
  • Click Decline.

The purchase order will be rejected. It will be marked as Canceled in your customer’s Zoho ERP organisation.

Note: You can also download or print the purchase order, if required.

Upload Invoices

To upload an invoice for a purchase order:

  • Go to Purchase Orders on the left sidebar.
  • Select the purchase order you want to view.
  • Click Upload Invoice at the top of the page, and select the required file.

The invoice will be uploaded.

Filter Purchase Orders

To filter purchase orders in the portal:

  • Go to Purchase Orders on the left sidebar.

  • Click the All Purchase Orders dropdown in the top left corner, and select the required filter:

    • All Purchase Orders: Displays all the purchase orders sent by the customer.
    • Accepted Purchase Orders: Displays the list of purchase orders you accepted.
    • Canceled Purchase Orders: Displays the list of purchase orders you rejected.
    • Billed Purchase Orders: Displays the list of purchase orders that was fully converted to bills.
    • Partially Billed Purchase Orders: Displays the list of purchase orders that was converted partially to bills

The purchase orders will be filtered, based on your preferences.

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