Do you want to create your own PO numbers instead of the system generated ones? You're in luck! This guide will walk you through the process of enabling custom purchase order numbers on ProcureDesk.
Prerequisites
Before you begin, ensure the following:
You have the necessary permissions to access the Admin Console.
Step-by-Step Instructions
Step 1: Access Admin Mode
Ensure you are in the admin mode by switching to "Admin".
Step 2: Navigate to Company Settings
In the admin console, locate and click on "Configurations".
Select "Company Settings" within the configurations menu.
Step 3: Enable Custom Purchase Orders
Find and click on "Purchase Order" in the company settings menu.
Within the purchase order settings, locate the option to "Enable Customer Purchase Order" activate it, and save.
Step 4: Verify the settings on a PO
Switch to "Standard" from Admin, and go to Orders.
Create a test purchase order and scroll down to the Shipping Details section, there you should see the PO # option.
The custom PO# entered by the user will be printed on the Purchase Order and the same will be sent to the supplier.
FAQs and Troubleshooting
1. Can we remove the system generated PO number on ProcureDesk?
No, we cannot remove the ProcureDesk PO number since it is for record purposes, however, the custom PO number is sent to the supplier on the Purchase Order.