Zoho Inventory

Help Docs

More actions with Purchase Orders and Bills…

Now that you have learned about creating and managing purchase orders and bills, let’s take a look at what else can be done:


Convert a PO to Bill

To convert a Purchase Order into a Bill:

screen shot of convert po to bill

Important Note: The purchase order should be in the Draft or Issued state to be converted into a bill.


Canceling Purchase Order

To cancel a purchase order:

Important note: Only an ‘Issued’ Purchase Order can be cancelled.

screen shot of cancelling a PO


Attaching Files with Purchase Order

You can attach any receipts, bills or attachments associated with the purchase order and send it to your customer. To attach a file for a purchase order:

screen shot of the attach file option


Additional Tools

You can Clone, Print, download as PDF and Mail your purchase order.

screenshot of the all options in a PO

All these options are provided on the top of the purchase order window.

Print
PDF
Mail
Closing a Purchase Order

You can decide when you want your purchase order cycle to close by configuring it in the Purchase Order preferences under Settings.

Clone
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