What this does
A purchase order (PO) is a formal document you send to a supplier confirming what you want to buy, the agreed price, and when you expect delivery. Creating a PO in Relentify keeps a clear record of every order and helps you track outstanding commitments.
When to use it
Create a PO whenever you are ordering goods or services from a supplier and want a paper trail for budgeting, approval, or reconciliation later.
Step by step
- Go to Purchases in the top navigation and select Purchase Orders.
- Click New Purchase Order.
- Select the Supplier from the dropdown. If the supplier does not exist yet, add them first under Suppliers.
- Set the Expected Date — the date you expect to receive the goods or services.
- Add one or more line items. For each line, enter a description, quantity, unit price, and tax rate.
- Check the totals at the bottom to make sure everything looks correct.
- Click Save to create the PO as a draft.
- The draft PO will appear on your Purchase Orders list. From there you can edit it, submit it for approval, or delete it.