Raising a purchase order is a critical step in managing your business’s procurement process effectively. In Okappy, creating a purchase order is streamlined to ensure that you can easily order goods or services from your suppliers and subcontractors. This guide will walk you through the process of raising a purchase order within the Okappy platform, ensuring that your orders are accurately documented and managed.

Read on for a step by step guide of how to raise a purchase order from the Invoices screen.

From the Invoices screen,

• click the New Invoice button at the top of the screen,
• choose Purchase order in the invoice type window, and
• click the Select supplier button.

• Select your supplier/subcontractor, then
• click Next

• Enter your purchase order details.

• Select whether you want the purchase order to be draft.
• Click Raise purchase order.

Your purchase order will be raised on behalf of your customer. You will be able to see it in your invoices received screen.

Click Preview purchase order to view the finalised purchase order from your supplier/subcontractor.

Note: When exporting invoices, purchase orders are not included in the invoice export.

Raising a purchase order in Okappy is a straightforward process designed to help you manage your procurement efficiently. By following these steps, you can ensure that your orders are accurately recorded, tracked, and fulfilled, helping to streamline your business operations.

Remember, keeping a clear and organised record of your purchase orders is essential for maintaining good relationships with your suppliers and subcontractors and for the financial health of your business. Okappy’s tools are designed to support you in this process, making it easier to manage your procurement activities effectively.

For further information search in our support pages or forum