Creating and Managing Purchase Orders

Create Purchase Orders

1. Navigate to the All Purchase Orders page in the Purchase Order module.
2. Click +New Purchase Order button in the upper right corner and fill out the form:

• Vendor: Select the appropriate vendor from the dropdown menu.
  • Note: You will first need to set up vendors in your dashboard. Click here to set up vendors.
• Building: Select the campus building from the dropdown, if appropriate.
• Paid Status: Paid or Not Paid
• Not To Exceed: Add the amount that the vendor is not to exceed for this Purchase Order.
• Dollar Amount: The final amount paid for this Purchase Order.
  • Note: This is designed to be added after the invoice is processed or the transaction is completed on the vendor side.
• Purchase Order Items / Description: The details and materials to be included in the Purchase Order (eg: 2x- Material A, 1x- Material B)

3. Click Save.

Manage Purchase Orders

Editing Purchase Orders

To edit a Purchase Order, click on the pencil icon next to the P.O. ID. From here you can:

• edit details of the Purchase Order
• add notes or attachments
• change the Status: Open or Closed
• change the Paid Status: Paid or Not Paid

Adding a Finalized Dollar Amount

From the detailed Purchase Order page:

1. Click the Edit Details button in the upper right corner
2. Add the finalized dollar amount.
3. Click Save.

Exporting and Printing Purchase Orders

From the detailed Purchase Order page:

1. Click the Print Overview button in the upper right corner
2. The PDF window will appear.
3. Save as a PDF or send the PO to your local printer.