You can easily create a purchase order by entering information in the fields provided.

Follow few simple steps to create a purchase order

1. Click All drop-down
2. Click Purchase Orders
3. In the list view of the purchase order module, click Add Purchase Order
4. Provide necessary information the fields, and click Save

List view of the Purchase Orders module enables you to perform mass actions like editing, deleting and filtering records in bulk. In addition, you can also edit fields, workflows and picklist values.

Follow few simple steps to manage operations in the list view of the Purchase Orders module

1. Click All drop-down
2. Click Purchase Orders
3. Click on the checkboxes of desired purchase order records beforehand performing edit and delete operations
4. Click Actions > Edit to modify purchase order record(s) in bulk
5. Click Actions > Delete to delete purchase order record(s) in bulk
6. Click All Purchase Orders dropdown > Create New Filter to create a new view and sort desired records in one bucket
7. Click wrench icon > Edit Fields to configure fields through Layout Editor
8. Click wrench icon > Edit Workflows to set up workflows through Workflows
9. Click wrench icon > Edit Picklist Fields to configure picklist fields through Picklist Editor

Detail view of the purchase order record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc

Follow few simple steps to manage operations in detail view of the Purchase Orders module

1. Click All drop-down
2. Click Purchase Orders
3. Click on desired purchase order record
4. Click Edit to modify field information
5. Click More > Delete to delete purchase order record
6. Click More > Duplicate to clone a current purchase order record
7. Click More > Export to PDF to export the purchase order record in the default PDF format offered by Simply CRM
8. Click More > Export to PDF to export the purchase order record in the default PDF format and export to selected recipients
9. Click on Export button below PDF Maker drop-down on the left to export customized purchase order records
10. Click Tag Cloud drop-down on the left to tag current purchase order record. More details

Item Details block in the Purchase Orders module gives you the flexibility to add Products/Services, manage different prices through Price Books, and offer discounts.

Follow few simple steps to manage operations in the Item Details block

1. Click All drop-down
2. Click Purchase Orders
3. In the create view or edit view of existing purchase order record, you can locate the Item Details block
4. The operations you can manage in the Item Details block are depicted in the diagram below

Helpful links : Tax Mode, Price Books, Products, Services