Group items under one PO # so you can easily search for requests and orders and check their statuses.
1. From the Requests module, select the requests you want to group under one PO#.
2. Click Group Actions and choose Create PO.
Note: Customers without an accounting integration can create draft POs with unapproved requests. For customers with a QuickBooks Online or NetSuite integration, if there's an approval workflow in your Lab, the selected requests must complete the full approval process before they can be grouped into a PO.
3. Enter the PO#. If you're using our PO auto-generator tool, the PO field will be grayed out until you select "Save Draft" or "Submit PO" when it will automatically generate for you.
Note: Items shipping from Quartzy cannot be grouped into a PO with items shipping from external vendors.
You can select the Payment Terms, enter Notes, Quote #, attach files, and track fees. When the form is complete, select Submit PO.
If you're using PO approvals, "Submit for Approval" will be the first step. Once final approver has approved, the PO will generate.
Clicking Submit PO will also generate an email notification to selected Admins. Learn more here: Get notified when a PO is ready to be ordered
4. Exit the window or click Export PDF to generate a PDF document to share externally.
Next Up: Learn how to generate a requisition form with your request details
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