How to create a purchase order from approved estimates

To create a purchase order from approved estimates, go to the Departments module and click the Transactions tab in a department’s page.

Find the transaction you wish to create a purchase order for and click ... on the right end of the transaction row.

Select create purchase order. You can only create a purchase order for approved estimates.  

Fill out the fields for the new purchase order and click Save. Learn more about purchase orders here. 

How to create a purchase order for multiple estimates 

To create a purchase order for multiple estimates, stay on the Transactions page and click the action icon ... on the far right of the Filter line and select create purchase order

A modal window will appear, showing all approved estimates. You can select all estimates to be included in the new purchase order or deselect those you want to handle separately.

Note: Only estimates with the same currency can be selected for one purchase order. 

Click Create and proceed with filling out the New Purchase Order form.