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# Purchase Order (PO)

# Why have a purchase order (PO)?

* It is a document for partners to confirm order details such as credit, delivery date. Is it an order to which branch or which job?
* Plan a budget for purchasing products/services

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# Action permissions

# Create purchase order

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Press the __Create Purchase Order (PO)__ button.
4. Fill in the details completely.
5. Press __Save__.

| 💡 Nested Tip: A PO can be created from Tab 1. Request Purchase by
1. Select the purchase requisition (PR) to create a PO.
2. Press the action button '...' select __Create Purchase Order (PO)__.

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# Edit Purchase Order (PO)

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the purchase order (PO) that you want to edit.
4. Press the action button ' **...** ', select __edit__.
5. Edit the information as needed.
6. Press __Save__.

| 💡 Nested Tip: In case the purchase order is pulled The goods/services receipt (GR) or payment deposit (PA) must be canceled before the purchase order (PO) can be amended.

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# Modify the delivery deadline for purchase orders (POs).

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Tick **✓** in front of the purchase order (PO) item that wants to modify the deadline.
4. Press the action button ' **...** ', select __change due date__.
5. Specify the desired new deadline for delivery.
6. Press __confirm__.

| 💡 Nested Tip: Updates are due to be close to the truth at all times. It will help in planning the finances in the system to be more accurate.

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# Edit partner information, purchase order (PO)

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the purchase order (PO) for which you want to edit the partner information.
4. Press the action button ' **...** ', select __edit__.
5. Press __ on the right side of the save button__, select __Edit Partner Information__.

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# Close/open purchase orders (POs) one by one

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the desired purchase order (PO) __close__ or __open__.
4. Press the action button ' **...** ', select __Off__ or __On__.

# Close/open multiple purchase orders (POs) at the same time

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Tick **✓** in front of the desired purchase order (PO) line, Close or Open.
4. Press the action button ' **...** ', select __Off__ or __On__.

| 💡 Nested Tip: Close VS Open VS Cancel
* Off is used in case the document is no longer needed. and the document contains some references
* On is used in case the document is closed. but want to use the document again
* Cancel, used in the event that the document is no longer needed Used in cases where the document has not been referenced.

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# Cancel a Purchase Order (PO) one by one.

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the purchase order (PO) that you want to cancel.
4. Press the action button ' **...** ', select __Cancel__.

# Cancel multiple purchase orders (POs) at the same time.

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Tick **✓** in front of the purchase order (PO) that you want to cancel.
4. Press the action button ' **...** ', select __Cancel__.

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# Email Purchase Order (PO)

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the purchase order (PO) that you want to email.
4. Press the action button ' **...** ', select __Email__.

| Add on: Email is an add-on function which can be installed at sales@nested.co.th

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# Workflow

# Submit Approval Purchase Order (PO)

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the purchase order (PO) to be approved.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Submit Approval__.

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# Withdrawal of purchase order (PO) approval request

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Select the purchase order (PO) to be approved.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Reverse Document__.

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# Approved via Dashboard

1. In the top menu bar, select the __missions menu.
2. Select the purchase order (PO) that you want to approve.
3. Press the action button ' **...** ', select __Approve__.

# Multiple approvals at the same time

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Tick ✓ on the purchase order (PO) page that needs approval.
4. Press the action button ' **...** ', select __Approve__.

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# Reject Approval via Dashboard

1. In the top menu bar, select the __missions menu.
2. Select the purchase order (PO) for which you want to decline approval.
3. Press the action button ' **...** ', select __edit__.
4. Scroll down to the bottom of the document where __Note (internal)__ enter details to indicate the reason for the refusal.
5. Press the right side of the save button, select __Disapprove__.

# Reject multiple approvals at the same time

1. Select the menu __Order__ and __Buy__.
2. Press tab __2. Order__
3. Tick **✓** in front of the purchase order (PO) item that needs to be rejected for approval.
4. Press the action button ' **...** ', select __Disapprove__.

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# Details in the document

## ${color}[#e45765](Header)

* ${color}[#1c5da9](Order Date) set default to today. User can change

* ${color}[#1c5da9](Company/Branch) select the company and branch to issue the document.

* ${color}[#1c5da9](Reference) specify PR purchase requisition number (if any).

|| In case the PR number cannot be found, it can be caused by a number of cases, for example, PR has not been approved / PR has already been created a PO / System user has no right to see PR of that party'

* ${color}[#1c5da9](Partner) specify partner name can create