Support Portal

Please download the quick getting started guide here: https://docs.google.com/presentation/d/1cBuP3jq2LKk0pPAbdfzjub7JXOkQlEIj_CQoE9I7xSs/edit?usp=sharing

Overview: Purchase Order functionality allows you to create Purchase Orders (PO) directly in Ocerra. Purchase Order in Ocerra is a standalone functi...

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...

Overview:  Learn how Ocerra's Purchase Order email verification works. To get started with Ocerra Purchase Orders (POs), we need to verify your e...

Overview; Create Purchase Order (PO) templates. It is essential to create at least one purchase order template before you start using POs in Ocerra. ...

You will need to to create a PO approval workflow before you can create a PO.  Configure your workflow: Settings - Workflow - + New Workflow Edit ...

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...

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...

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...

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...