Starting to use Purchase Orders
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I wanted to start using purchase orders in the IO system and I needed some background but couldn't find the documentation. Is there anywhere that it gives an overview of the flow of how purchase orders are used in the system?
I created one in one of my leads and it did not fill out the price for the item from inventory. How does that get filled out? Once I purchase order is sent what happens to it what other processing can happen to the per charge besides going to QuickBooks?
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When you click the item name, you'll be given the opportunity to add the cost. and availability. That's how the PO gets a value. But before that, the intended method is to add the item to a lead and send a request. The vendor will get an email with the item and the ability to state availability and price. Once they fill that in, it will fill in in IO. Do the first sentence to bypass the third thru fifth.
When you click the item name, you'll be given the opportunity to add the cost. and availability. That's how the PO gets a value. But before that, the intended method is to add the item to a lead and send a request. The vendor will get an email with the item and the ability to state availability and price. Once they fill that in, it will fill in in IO. Do the first sentence to bypass the third thru fifth.
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