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Purchase orders

Working with suppliers often involves purchase orders. This very practical tool allows you to order services or products from your supplier and agree on a price. Collabox does more than enter and send your purchase orders. It can automatically transform them into disbursements once you have received the invoice from your supplier! Gone are the days of duplicating information. This solution now saves you time, but also it avoids you mistakes!
Don’t know how to create a purchase order? We explain how to do it, it’s simple you will see.

How to create an order form?

Start by accessing the “Accounting” module by clicking on its icon in the top menu bar.

To have access to your complete list of suppliers, then click on “Suppliers” in the left navigation bar.

Find the vendor you want to add the new purchase order to. Click on its name.

Once in its file, click on the “Purchase orders” tab.

Here you can view all purchase orders from this supplier. To create a new one, click on “Add a purchase order”.
Enter the necessary information. 
Once completed, you can send it directly by email. Finally, don’t forget to save your work!

Now that you have mastered the art of the purchase order, here’s how to turn it into a cash out. It’s so easy you will be amazed. The first step is to find it among all the supplier’s purchase orders. Click on the one that interests you and at the bottom of the page that has just opened, click on “Create a disbursement”. 
Collabox automatically takes over the information from the order form. However, you must add the number of the invoice, its date and the budget item you want. No more complicated than that! You were told it was magic.

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