Other Actions in Purchase Orders

Let’s have a look at the various actions that can be performed upon a Purchase Order in Erpisto.

Edit Purchase Orders #

You can edit the details of any purchase orders. Here’s how:

• Go to Purchases > Purchase Orders.
• Select the purchase order you want to edit.
• Click the Pencil icon at top of the page.
• Make the changes.
• Click Save.

Download as PDF #

You can download any purchase orders as a PDF. Here’s how:

• Go to Purchases > Purchase Orders.
• Select the purchase order you wish to download.
• Click the PDF icon at top of the page.

Print Purchase Orders #

You can print the details of any purchase orders. Here’s how:

• Go to Purchases > Purchase Orders.
• Select the purchase order you want to print.
• Click the Print icon at top of the page.

Attach Files with Purchase Orders #

To attach files to your purchase orders:

• Go to Purchases > Purchase Orders.
• Select the required purchase order.
• Click the Attach icon at top of the page.
• Select the desired option and attach your file(s).

Clone Purchase Orders #

You can create a purchase order in Erpisto with details similar to an existing one by cloning it. Here’s how:

• Go to Purchases > Purchase Orders.
• Click More > Clone.
• Review the new purchase orders and save them.

Mail Purchase Order #

You can email any of the purchase orders to your vendors. Here’s how:

• Go to Purchases > Purchase Orders.
• Select the purchase order you want to email to your vendor.
• Click the Email icon at top of the page.
• Check the preview of the email and click Send.

Delete Purchase Order #

You can delete any purchase orders that you’ve recorded in Erpisto. Here’s how:

• Go to Purchases > Purchase Orders.
• Select the purchase order to delete.
• Click More > Delete.
• Click Proceed to confirm.

Export Purchase Orders #

You can export all the purchase orders in Erpisto in the CSV or XLS format. Here’s how:

• Go to Purchases > Purchase Orders.
• Click the Hamburger icon in the top right corner of the page.
• Select Export Purchase Orders.
• Click Export.