Purchase Orders
Once your customer sends purchase orders to you, you can view them from the Purchase Orders module in your portal. You 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 your customer:
- Log in to your portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order you to want to view.
Accept a Purchase Order
Note: You can accept or reject the purchase orders shared by your customer from your portal only if your customer has enabled the option for vendors to accept or reject the purchase orders they send.
To accept a purchase order sent by your customer:
- Log in to your portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order you 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 your portal and your customer’s Zoho Spend organization.
Reject a Purchase Order
Note: You can accept or reject the purchase orders shared by your customer from your portal only if your customer has enabled the option for vendors to accept or reject the purchase orders they send.
To reject a purchase order sent by your customer:
- Log in to your portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order you want to consider for approval.
- Click Decline at the top.
- Click Decline again in the pop-up that appears to confirm your action. The purchase order will be rejected, and its status will be changed to Canceled in both your portal and your customer’s Zoho Spend organization.
Upload an Invoice
Note: You can upload invoices for purchases orders only if your customer has enabled the option for you to do so.
To upload an invoice for a purchase order:
- Log in to your portal.
- Click Purchase Orders on the left sidebar.
- Click the purchase order for which you want to upload the invoice.
- Click Upload Invoice at the top and select the invoice.
Filter Purchase Orders
You can filter the purchase orders available in your portal:
- Log in to your portal.
- Click Purchase Orders on the left sidebar.
- Click the dropdown in the top left corner and select the required status.
You can filter purchase orders based on the following statuses:
- All: All the purchase orders sent by your customer.
- Accepted: The purchase orders sent by your customer, which you accepted.
- Canceled: The purchase orders sent by your customer, which you rejected.
- Billed: The purchase orders which your customer converts to bills.
- Partially Billed: The purchases oders which your customer partially converts to bills.