Working with Purchase Orders
A Purchase Order is an order placed for procuring products or services from your vendors. It is a legal binding document that protects interests of both the vendor and buyers. In general, a Purchase Order (PO) contains the PO number, date, line items (products) including the quantities and prices based on the Sales Quote, Billing address, Shipping address, and Terms & Conditions. You can use the PO for communicating your product and pricing requirements to vendors so there will not be any pricing questions in future. You can also use the PO to cross-check the products shipped to your shipping address and invoices sent to you. In addition, your vendor can use the PO as a legal document in the event of nonpayment in a court of law.
Availability
Profile Permission Required: Access to the Purchase Orders Tab that includes View, Create, Edit and Delete permissions.
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Zoho CRM - Working with Purchase Orders
Chapter 15: Working with Purchase Orders Purchase Order is an order placed for procuring products or services from your short listed vendors. In general PO contains the PO number, date, line items (products) including the quantities and prices based ...Creating Purchase Orders
How Can I... Create Purchase Orders Associate Purchase Order with Other Records Create Purchase Orders In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note: Some of the standard fields may ...Creating Purchase Orders
How Can I... Create Purchase Orders Associate Purchase Order with Other Records Create Purchase Orders In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note: Some of the standard fields may ...Standard Fields in Purchase Orders
Following are the list of Zoho defined standard fields available in the Purchase Orders module: Field Name Description Data type Maximum Limit Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup PO Number ...Working with Sales Orders
The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the ...