From the Holded Store, activate the Inventory gem to use purchase orders and other advanced features for your products
Learn what else you can do with purchase orders and discover other Inventory features
How to get there
- Access Inventory in the navigation bar
- Select Orders and then Purchase Orders
- Click on the order line and access the document viewer
Add messages, notes, or files to a purchase order
Add a message for your customer to a purchase order
The message will reach your client in the form of an email containing your comment and the link to reply to you from their client portal.
- Hit the Messages button
- Write your message
- Click Send
Messages to customers will appear in white to distinguish them from internal notes that are in yellow
Add an internal note to a purchase order
- Tap the Messages button
- Activate the Internal note option
- Write your note
- Click Send
Internal notes are visible only to users on your company account and will appear in yellow to distinguish them from messages to customers that have a white background
Attach a file to a purchase order
- Press the Statistics button
- Locate the Files area
- Click Add Attachment
- Select a file from your computer