- Switch on purchase orders
- Create a new purchase order
- Send a purchase order to your supplier
- The purchase order management screen
- Converting a purchase order to an invoice
- Purchase order inventory
You can select your supplier and enter the particulars for the items you wish to order. QuickFile will automatically generate a purchase order reference for you, you can modify this if you wish. You can also use an inventory of regularly used items, similar to the way you can with sales invoices. Read more on this below
Once you’re ready click to save the new purchase order.
QuickFile will use a templated e-mail for new purchase orders. You will see a preview that can be edited directly, you will also find a link where you can modify the wording of the template used for all purchase orders.
To send the purchase order, enter an e-mail and click the send button. From the purchase order preview screen you can also directly open the PDF version and print from there, all purchase orders will include your company logo and footer defined in your invoice customisation area.
Once you click to convert you will be presented with an option to tweak the purchase invoice or simply create a new one based on the purchase order without modification.
When a purchase order has been converted to an invoice, the actual original purchase order remains as is but it’s status is updated to “Converted”.
Learn how to create items in our Inventory Guide
To use an item in a purchase order, simply click the magnify glass on the description line which will reveal a search box. Start typing for results to appear: