Purchase orders

Where to find it

Purchase Orders → New purchase order / Upload; Settings → Purchase order attachments

✅ Common tasks

Create a purchase order

1. Open Purchase Orders and click the manual create action.

2. Enter the supplier, number, dates, currency, and notes.

3. Leave Supplier blank if you do not know it yet.

4. Click Save to create the draft.

5. Add line items after you create the purchase order.

A draft can be created before you know the supplier.

Upload a purchase order

1. Open Purchase Orders and click Upload.

2. Select one or more files.

3. Upload only supported purchase order or invoice file types.

4. Keep each file under 50 MB.

5. Review the new draft purchase order after upload.

Only the first uploaded file creates the purchase order shell.

Manage attachments

1. Open Settings and go to Purchase order attachments.

2. Click Add attachment and enter a display name.

3. Upload the file, or click an attachment row to download, edit, or delete it.

4. Add organisation attachments before you prepare a purchase order.

5. Keep in mind only the first 50 organisation attachments are copied onto a purchase order.

Replacing an attachment file also replaces its linked document.

🔗 See also

• Purchase order tabs, statuses and bulk actions

• Purchase order line items and fields

• Organisation-level purchase order settings

• Linking invoices to purchase orders and receipt status

• Purchase order approvals