Purchase Order Settings

Ocerra PO Getting Started Guide
Please download the Getting started with Ocerra POs guide.
Fri, 17 May, 2024 at 1:17 PM
Purchase Order Introduction
Overview: Purchase Order functionality allows you to create Purchase Orders (PO) directly in Ocerra. Purchase Order in Ocerra is a standalone functi...
Thu, 21 Sep, 2023 at 12:59 PM
How to enable Purchase Orders
Purchase Order module is enabled from the Ocerra end. Trialing Purchase Orders A free trial is available for our customers, please get in touch to l...
Tue, 9 Jan, 2024 at 8:59 PM
How to verify your email address
Overview:  Learn how Ocerra's Purchase Order email verification works. To get started with Ocerra Purchase Orders (POs), we need to verify your e...
Mon, 18 Mar, 2024 at 12:34 PM
Create Purchase Order template
Overview; Create Purchase Order (PO) templates. It is essential to create at least one purchase order template before you start using POs in Ocerra. ...
Thu, 21 Sep, 2023 at 1:06 PM
How to configure PO default workflow
You will need to to create a PO approval workflow before you can create a PO.  Configure your workflow: Settings - Workflow - + New Workflow Edit ...
Wed, 29 Nov, 2023 at 2:29 PM
How to create Purchase Order
Overview; Create Purchase Order (PO) in Ocerra. Once you have created the PO template and set up the workflow, you can start creating a Purchase Orde...
Tue, 14 Nov, 2023 at 2:11 PM
How to check pending Ocerra POs for approval
Overview:  Learn where to check the PO list for approval.  Understanding PO statuses. In Ocerra, you can easily keep track of all your pending purch...
Tue, 17 Oct, 2023 at 12:14 PM
How to make an order
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) v...
Thu, 21 Dec, 2023 at 5:42 PM
How to export PO invoices to your accounting system
Overview: How to export Ocerra PO invoices to your accounting system. You can export PO invoices to your accounting system in bulk or individually, f...
Tue, 10 Oct, 2023 at 5:15 PM