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.

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.