Overview:
- Learn how to initiate orders by emailing a PO directly to a supplier.
Make an order
Begin orders by sending a purchase order (PO) via email directly to your supplier. An automatically generated PDF of the PO will be included in the email. You can choose to use our pre-defined email template or tweak it to your preferences.
This is how it looks when the supplier receives the Purchase Order.
Email-sent records will be displayed in the email tab.
When the supplier provides the services or sends items, to Ocerra we will receive an invoice and match it against the PO. Ocerra automatically matches POs with Invoices, including line items, so you can compare and approve before exporting an invoice to your system.
Read next: How to export PO invoices to your accounting system