Quick Start Guide

This category should be used for storing purchase orders. Normally, this category would be used in conjunction with the Delivery Note and Purchase Order categories in this folder as part of an order management process such as accounts payable.

A few points to keep in mind with this category:

PO Number - This field should directly correspond to other documents in the categories for invoices and delivery notes. Therefore, it’s recommended to automatically link documents in these three categories using common index data. By doing so, you will be able to easily cross-reference the corresponding delivery note and invoice while viewing the purchase order.