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Other Actions in Purchase Orders

Edit Purchase Orders

You can edit the details of any purchase orders. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Select the purchase order you want to edit.
  • Click the Pencil icon in top of the page.
  • Make the changes.
  • Click Save.
Edit Purchase Orders

Download as PDF

You can download any purchase orders as a PDF. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Select the purchase order you wish to download.
  • Click the PDF icon in top of the page.
Download Purchase Orders

You can print the details of any purchase orders. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Select the purchase order you want to print.
  • Click the Print icon in top of the page.
Print Purchase Orders
  • Check the Preview and click Print.

Attach Files with Purchase Orders

You can attach files to your purchase order. This can be done through:

  • Drag & Drop: Upload files from your system (a maximum of 5 files, each of 5 MB).
  • Cloud: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
  • Documents: Upload from the Documents folder in Zoho Books.

To attach files to your purchase orders:

  • Go to Purchases > Purchase Orders.
  • Select the required purchase order.
  • Click the Attach icon in top of the page.
  • Select the desired option and attach your file(s).
Attach Files in Purchase Order

Clone Purchase Orders

You can create a purchase order in Zoho Books with details similar to an existing one by cloning it. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Click More > Clone.
  • Review the new purchase orders and save it.
Clone Purchase Orders

Mail Purchase Order

You can email any of the purchase orders to your vendors. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Select the purchase order you want to email to your vendor.
  • Click the Email icon in top of the page.
  • Check the preview of the email and click Send.
Mail Purchase Orders

Delete Purchase Order

You can delete any purchase orders that you’ve recorded in Zoho Books. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Select the purchase order to delete.
  • Click More > Delete.
  • Click Proceed to confirm.
Delete Purchase Orders

Export Purchase Orders

You can export all the purchase orders in Zoho Books in the CSV or XLS format. Here’s how:

  • Go to Purchases > Purchase Orders.
  • Click the Hamburger icon in the top right corner of the page.
  • Select Export Purchase Orders.
Export Purchase Orders
  • Enter the necessary fields.
  • Click Export.
Create Purchase Orders

Next >
Purchase Order Preferences

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