How to create a new purchase order

Use Vault Synapse to manage the purchase of products and services from external suppliers by creating purchase orders. Access purchase order related information, transactions, and documents so that you can stay on track. 

To create a new purchase order, go to the Finance module and click the Purchase Orders module. Click Add New in the top right corner of the screen. Click the link to find out how to create a purchase order from approved estimates. 

A New Purchase Order modal window pops up. Fill in the Basic Info, Billing & Shipping Info, and Items List. All three sections can be found under the purchase order number line. Click the link to find out what purchase order basic info is. Review the information and click Save as Draft to save the purchase order in the draft stage. This step will navigate you to the Purchase Order Details. 

Note! Users can view purchase order information only with the relevant permissions/access rights given by an administrator. 

Note! Vault Synapse is a highly customizable tool meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.