Purchase orders

Where to find it

Purchase orders → New purchase order / Upload purchase order

✅ Common tasks

Create a purchase order manually

1. Click New purchase order to open a draft

2. Select an existing contact or create a new one

3. Fill in order date, delivery details and PO number

4. Click Add item and enter description, quantity, price and tax rate

5. Click Create, or Save as draft to finish later

Create stays disabled until you add a supplier and at least one valid line.

Upload a purchase order file

1. Click Upload purchase order and choose one PDF, image, CSV or XLS file

2. Wait while Cashfeed extracts header and line data

3. Review any skipped or unreadable lines flagged in the draft

4. Pick or create the supplier if it wasn't recognised automatically

5. Fill in missing fields, then Save as draft or Create

Only the first file is used if you select several at once.

Add attachments and set the PDF preview

1. Open the draft to see the live PDF preview

2. Under Documents & PDF, click Add attachment to upload a quote or supporting file

3. Toggle Include when sending for each attachment you want emailed

4. Save as draft or Create to keep your changes

Attachments can only be added while the order is still a draft.

🔗 See also

• Purchase order tabs, statuses and bulk actions

• Purchase order line items and fields

• Organisation-level purchase order settings

• Purchase order approvals

• Suppliers (Companies)