Manage Purchase Orders
To perform any of the actions on this page, first navigate to Project Settings > Checkout > Purchase Orders.
Only users with the Administrators project role can view and edit the Purchase Orders settings in Checkout.
Overview
Purchase Orders can be enabled in Checkout so that your procurement agents can send a request for goods directly to one of your Vendors.
The Purchase Orders administration page enables you to Turn On/Off Purchase Orders, set the Purchase Order Flow Type and Purchase Order Template Layout, and update your company details.
Purchase Order Flow Type
The Purchase Order Flow Type determines what steps an order goes through from the initial request submitted in the portal to receiving the ordered items into inventory as assets. There are three types: Disabled Purchase Orders, Single Issue Order Flow, and Multiple Issues Order Flow.
Disabled Purchase Orders
Ideal for those who have an alternate PO system. This option allows you to use Checkout mainly to facilitate organizational orders without generating a Purchase Order.
Single Issue Order Flow
If this configuration is selected, Checkout will attach the Purchase Order PDF directly to the order ticket itself and will not create a separate ticket just to track the PO. This is the traditional method, best suited for situations where vendors won't be logging into the portal to view Purchase Orders or produce Invoices.
Multiple Issues Order Flow
For each unique vendor that is participating in the order, Checkout will produce a linked issue and generate the corresponding purchase order inside of each one. This method ensures each vendor views their respective purchase order when accessing the digital order via the portal. Additionally, vendors can generate invoices corresponding to these purchase orders. Check out our detailed Multiple Issues Order Flow documentation to see this in action.
Choose which flow best fits your use case and click the Save button on the bottom of the page.
Template Layout
To Configure the Purchase Order Template Layout, click on the “Edit Template” button on the Purchase Orders page.
We offer three different Purchase Order template layouts:
Within any of the three templates, you also have the option to change the Title/Header color, font size, and font family (MinSans or NotoSans).
Add any Notes & Instructions, and any Additional Pages, then click Save to save your changes.
Update Company Details
To edit Company details, make updates to fields such as Company Name, URL, Main Address, etc. When all of the changes are complete, click on the Save button at the bottom of the page.