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.

Don’t know how to create a purchase order? We explain how to do it.

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 see the entire list of 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!

Transformation of purchase orders into disbursements

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 not only saves you time, but also avoids mistakes!

The first step is to select the desired purchase order, then on the page that opens, click on “Create a disbursement”.

Collabox page that shows where to click to turn vendor purchase orders into disbursements automatically.

Collabox automatically takes the information from the purchase order and transforms it into a disbursement. However, you must add the number of the invoice, its date and the budget item you want. No more complicated than that!

Collabox page that illustrates the important fields to fill in to associate purchase orders with disbursements and the right budget item.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue using the Collabox!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274