Remember that you can use purchase orders only by activating the Inventory gem from the Holded Store
Learn what a purchase order is in this article
How to get there
- Go to Inventory in the navigation bar
- Select Orders
- Check the Purchase Orders option
You can also follow the following path: Inventory > Control panel > Orders > Purchase Orders. Learn more here about the Inventory section and its Control panel
Invoice a purchase order
In order for you to manage your invoicing as simply as possible, Holded allows you to convert your purchase orders into purchases.
How?
- In the list of orders, click on an order of your choice
- In the order panel, click the Convert button
- Select Purchase
Learn how to create a purchase invoice, how to create a simplified invoice or sales receipt, or how to create a purchase order
- In the Sales section, the New purchase menu will open
- Once all the fields are filled in, click Save