## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# 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](/us/inventory/help/purchase-orders/other-actions.html#convert-a-po-to-bill)
*   [Canceling Purchase Order](/us/inventory/help/purchase-orders/other-actions.html#canceling-purchase-order)
*   [Attaching Files with Purchase Order](/us/inventory/help/purchase-orders/other-actions.html#attaching-files-with-purchase-order)
*   [View bill details within the purchase order](/us/inventory/help/purchase-orders/other-actions.html#view-bill-details)
*   [Additional Tools](/us/inventory/help/purchase-orders/other-actions.html#additional-tools)
    *   [Print](/us/inventory/help/purchase-orders/other-actions.html#print)
    *   [PDF](/us/inventory/help/purchase-orders/other-actions.html#pdf)
    *   [Mail](/us/inventory/help/purchase-orders/other-actions.html#mail)
    *   [Closing a Purchase Order](/us/inventory/help/purchase-orders/other-actions.html#closing-po)
    *   [Clone](/us/inventory/help/purchase-orders/other-actions.html#clone)

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### Convert a PO to Bill

To convert a Purchase Order into a Bill:

*   Select **Convert to Bill** from the **More** drop down.
*   A **New Bill** form will open up with all the required information populated.
*   Modify information if necessary and **Save** it as a **Bill**.

![screen shot of convert po to bill](/inventory/help/images/purchase-orders/bill-new-from-po.png)

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

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### Canceling Purchase Order

To cancel a purchase order:

*   Navigate to **Purchase Orders**.
*   Select the preferred purchase order.
*   Click on the **More** button.
*   Choose the **Mark as Cancelled** option.
*   A pop-up asking you to reconfirm the cancellation appears.
*   Click **Yes** to proceed to cancel the purchase order.

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

![screen shot of cancelling a PO](/inventory/help/images/purchase-orders/po-cancelling.png)

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### 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:

*   Navigate to **Purchase Orders**.
*   Select the preferred purchase orders.
*   Choose the **Attach File** option.

![screen shot of the attach file option](/inventory/help/images/purchase-orders/po-attach-file.png)

*   After selecting the option, a pop-up screen appears.
*   Select the file to be uploaded by clicking on the **Select File** button or just drag & drop the files to be uploaded.

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### Additional Tools

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

*   All these options are available once you navigate to the preferred purchase order

![screenshot of the all options in a PO](/inventory/help/images/purchase-orders/po-options.png)

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

##### Print

*   Navigate to the preferred purchase order.
*   On opening the purchase order, the top of the order will have all additional tools.
*   You can print a purchase order by clicking on the **Print** icon.
*   On doing so, it will take to a printer interface and you can take it from there.

##### PDF

*   Navigate to the preferred purchase order.
*   On opening the purchase order, the top of the order will have all additional tools.
*   Download a purchase order as PDF by clicking on the **PDF** icon.

##### Mail

*   Navigate to the preferred purchase order.
*   On opening the purchase order, the top of the order will have all additional tools.
*   Send an email by selecting the **Mail** icon.

##### Closing a Purchase Order

You can decide when you want your purchase order cycle to close by configuring it in the [Purchase Order](/us/inventory/help/settings/preferences.html#purchase-orders) preferences under Settings.

##### Clone

*   Navigate to the preferred purchase order.
*   On opening the purchase order, the top of the order will have all additional tools.
*   Click on the \*\* More\*\* button.
*   You can also create a duplicate of the purchase order with the same details by selecting the **Clone** option from the **More** dropdown.

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### View bill details within the purchase order

If you have associated bills with a purchase order, you can have a quick glance at its details from the purchase order itself. To do so:

*   Go to **Purchase Orders**.
*   Open a sales order with invoice associated.
*   Go to the **Comments & History** tab.
*   Click **View the bill** link. A tab will open from the right with the details of the invoice.

![View Invoice Details](/inventory/help/images/purchase-orders/view-bill-details.png) ![View Invoice Details](/inventory/help/images/purchase-orders/view-bill-details-2.png)

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