Creating a purchase order on the mobile app is easy, and perfect for any on-the-go scenario. Create Purchase Orders wherever you find yourself!
Navigate to the "Create PO page" if you aren't already on it.
- Select the department in which the Purchase Request will be raised
- Select the supplier to which the Purchase Request will be sent to
- If the supplier hasn’t been added yet, you can proceed to do so using the button to create a supplier
- Select the Currency the Purchase request will be in
- Click on the icon under "Add Items"
- Select the SKU Of the product (The item should then autofill by itself depending on whether you use product lists and SKU in your company)
- Select the Budget that you would like to use for the Line Item
- Select the Product (If it has not been filled in automatically)
- Add the Unit Price and Quantity and Tax Rate (If required)
- Proceed by clicking on "Add to purchase order" and repeat for any additional line items
- Add notes or any additional information that you would like your supplier to see in the notes block
- Proceed by tapping on "Select Approvers"
- This step is only applicable to companies who make use of Manual approval routing, More on that here:
- Select the approvers who will have to review your purchase request
- Tap on "Next"
- And your Purchase order is successfully created
Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.