Purchase Orders
Once you send purchase orders to a vendor, they can view them from the Purchase Orders module in the vendor portal. Vendors can accept or reject them, upload invoices, add comments, download, and print purchase orders.
View a Purchase Order
To view the purchase orders sent by you:
- Log in to the vendor portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order they want to view.
Accept a Purchase Order
Note: A vendor can accept or reject the purchase orders you share with them from the vendor portal only if you have enabled the option for vendors to accept or reject the purchase orders you send.
To accept a purchase order sent by you:
- Log in to the vendor portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order they want to consider for approval.
- Click Accept at the top. The purchase order will be accepted, and its status will be changed to Accepted in both the vendor portal and your Zoho Procurement organization.
Reject a Purchase Order
Note: A vendor can accept or reject the purchase orders you share with them from the vendor portal only if you have enabled the option for vendors to accept or reject the purchase orders you send.
To reject a purchase order sent by you:
- Log in to the vendor portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order they want to consider for approval.
- Click Decline at the top.
- Click Decline again in the pop-up that appears to confirm their action. The purchase order will be rejected, and its status will be changed to Canceled in both the vendor portal and your Zoho Procurement organization.
Upload an Invoice
Note: A vendor can upload invoices for purchase orders only if you have enabled the option for them to do so.
To upload an invoice for a purchase order:
- Log in to the vendor portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order for which they want to upload the invoice.
- Click Upload Invoice at the top and select the invoice.
Filter Purchase Orders
Vendors can filter the purchase orders available in the vendor portal:
- Log in to the vendor portal.
- Click Purchase Orders on the left sidebar.
- Click the dropdown in the top left corner and select the required status.
Vendors can filter purchase orders based on the following statuses:
- All: All the purchase orders you have sent.
- Accepted: The purchase orders you have sent, which the vendor accepted.
- Canceled: The purchase orders you have sent, which the vendor rejected.
- Billed: The purchase orders which you have converted to bills.
- Partially Billed: The purchase orders which you have partially converted to bills.