How to Create and Export Purchase Order

1. Login to your smiels account.
2. Open sidebar menu on the left side of the screen by hovering mouse or clicking menu icon in top left.
3. Click Purchase option to open the drop down menu.

1. Select New Purchase Order option from the drop down.
2. Enter required information marked with red aesterisk.
3. Press Save as Draft to complete the order later or press Save Button if you are done.

Note:

Only Active Suppliers can be added to the order.

Only Active Products can be added to the order which have buy option checked.

Draft orders can only be viewed by its creator.

Order must be approved before sending to supplier.

You can set approval permission from team page, under permission management.

Any Salesperson assigned to Purchase Order means only he can process this invoice.

Overwriting sales price in Order does not update default sales price in product details.

1. Select All Purchase Orders option from the drop down.
2. Select Required Invoice.
3. Press Email or Print button.

Note:

• Draft orders cannot be exported.
• Only Approved Orders are able to be exported or shared with a supplier.
• Changes can be made to the order even after sharing.
• All changes are traceable with date and time under invoice detail in recent history section.

1. Select All Purchase Orders option from the drop down.
2. Select Required Invoice.
3. Press Email or Print button.

Note:

• Once Order is saved, admin or team member with approval permission will have the option to approve or reject the purchase order with a note. If rejected, Salesperson will have to make required changes and resend for approval. In case it is approved, order can be shared with suppliers using pdf or email.