Once a Purchase Order (PO) is created in the system, it must be printed and issued to the vendor. This guide outlines the steps to generate the Purchase Order Report using the Print Function within the Purchase Order screen.
PURPOSE
To allow users to generate, print, and issue the Purchase Order to the vendor directly from the system.
KEY BENEFITS
- Provides a professional and accurate record of the Purchase Order
- Enables timely communication with suppliers
- Offers flexibility with output options: Print, Email, or Export
- Enhances traceability and order management
FOLLOW STEPS BELOW:
1. From within ‘Navigation’ click on ‘Search’
2. Select ‘Purchase Orders’
3. Within the ‘Search Purchase Orders’ Window, apply relevant search filters
4. Capture a search criteria.
- You may also add additional search criteria by using the ‘Advanced Search’ function
5. Click Search
6. Click Select
7. Within the ‘Purchase Order’ window, Click on ‘Print’
8. Click, Print, Email or Export
ADDITIONAL INFO
Print: Sends the report to a connected printer
Email: Attaches the report as a PDF and opens your email client
Export: Saves the PDF version to your local machine
NB. For a quick tutorial watch below
