Creating PO's with existing suppliers only
PO's can be created with existing suppliers only that have been setup under the Suppliers section in administration.
If you would like to have this option enabled so users cannot add new suppliers into the system and only create PO's with existing suppliers then the admin will need to go to Admin > Suppliers
Once in the suppliers section check the option for 'Create P.O.s with existing suppliers only.' like shown below:
If this option is selected and a new supplier needs to be created the admin will need to create the supplier by going to Admin > Suppliers > Add New Supplier.
Related Articles
Importing Chart of Accounts or Suppliers
If you would like your chart of accounts or suppliers uploaded into your PO book you will need to download the import file, to do this go to Admin > Import. Once you have been provided with the import document you will need to send this over ...Setting up an ACH Details to be included in PO's - Routing Number and Account Number
Below is an example of where you can add the ACH information to the PO, this would be setup as a component in the admin section of DPO: You can set this to either required / not required when creating a new purchase order. In order to set up the PO ...Setting up an ACH Details to be included in PO IE - Routing Number and Account Number
Below is an example of where you can add the ACH information to the PO, this would be setup as a component in the admin section of DPO: You can set this to either required or not, depending if the clients wants it to be required when creating a new ...Set up a new DPO book or request extension on existing book
If you would like to setup a new DPO book or request additional PO’s, Storage Space or an Extension Date then please email sales@sargent-disc.com If your requesting a new DPO book to be setup then our Sales team will contact you with a DPO setup form ...How to generate a PO number without raising a PO?
A PO number only gets generated once a PO has been submitted. You will still need to raise a PO but you can create a placeholder PO with a zero amount and amend it when you have all the information. You can also create a supplier called ‘Placeholder’ ...