Adding a Purchase Order to a Client

This article explains the process of building a new Purchase Order from a Client record.

Associate a Purchase Order to a Client record. Find through: Clients > Client record > Related tab > Purchase Orders. 

 

 

 

 

You'll see existing Purchase Orders or none at all if this is the first one. Click +New Purchase Order

Complete the fields required marked by a red asterisk (*), then click Save & Close to return to the Purchase Orders tab of the Client. 

 

To edit a placement order, click the tick-box to bring up the top ribbon bar. From here, Edit, Delete, Assign, etc.