How to create a Purchase Order in ApprovalMax

How to create a Purchase Order in ApprovalMax

How to create a Purchase Order
For Xero users
For QuickBooks Online users
For NetSuite users
How to create a Purchase Order

To create a Purchase Order (or any other request) in ApprovalMax, click on the +NEW REQUEST button in the top right-hand corner near your avatar: 




In the pop-up, select the request type Purchase Order from the respective Organisation and click on CREATE A REQUEST: 


The Purchase Order request form looks similar in QuickBooks Online, Xero and NetSuite. You'll need to specify the order details such as Contact (Vendor), Item Details, Quantity etc. (Item Details are usually synced from Xero/QuickBooks Online/NetSuite).

When you're done, click on the    button.

To save your changes as a draft, click on the  icon.
If you want to delete or cancel your Purchase Order, click on the  icon.
When you simply close the Purchase Order request form, it will be automatically saved as a draft.



For Xero users

If you want to email approved Purchase Orders automatically to the Supplier, activate the checkbox for "Automatically email approved Purchase Orders to the Supplier":
You can also add attachments to that email by clicking on Add an attachment in the Attachments to the Supplier section.


For QuickBooks Online users

If you want to email approved Purchase Orders automatically to the Vendor, activate the checkbox for "Automatically email approved Purchase Orders to the Vendor":
You can also add attachments to that email by clicking on Add an attachment in the Attachments for the Vendor section.





For NetSuite users


To add a line, click on + Add a line.
You can copy a line by clicking on the icon and selecting "Clone a line", or remove one by selecting "Remove a line".
To move a Line Item, click on the icon and do so via drag and drop.

To attach a document to your Purchase Order, click on Add attachment:





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