Purchaser/Buyer - Getting Started!

What does a Purchaser do?

A Purchaser is in charge of maintaining adequate amounts of materials for their organization. The Purchaser is actively involved in the responsibility of negotiating prices for the materials.

Contents

• Creating Purchase Orders
• Checking your previous purchase orders
• Email your purchase orders to your vendors
• Purchase order revision
• Optional: Additional fields for purchase orders
• Optional: Purchase order labels

Let’s get started with the basics

1. Create, edit, and send your purchase orders 

Once an order has been approved, the line items will be in the Procurement tab.

• Select a line item you want to create a purchase order for and the vendor will automatically populate for you.
• You can edit the prices by going to Procure > Procurement Tab.
• To change the vendor, you can do that by clicking on the drop down.
• Add comments/notes, select your terms and conditions, and apply any taxes or discounts.

See how to create your first purchase order!

2. Checking your previous purchase order

Check your previous Purchase Orders in the Procure Tab.

• Select Procure > PO History Tab
• While you’re checking your previous purchase orders, you can also email your purchase orders to your vendors and even generate PDFs! (See #3 below.)

Check your previous purchase orders.

3. Emailing purchase orders to your vendors

• Click into the Purchase Order
• At the top right corner, there will be three options: Generate PDF, Email P.O., and Check Email Logs

Check out how to email your purchase orders.

4. Purchase order revision

Made a mistake on your purchase orders? No worries! Edit your purchase orders with the PO Revision function.

• Click into the Purchase Order (The PO has to be Opened)
• At the bottom left corner, under Total Cost, click on Revise P.O.

Check out how to edit your purchase orders.

6. Additional fields for purchase orders

You can add additional fields to your purchase orders to your liking. For example, delivery time, shipping notice, or etc. This will be done in the Settings Tab.

• Go to the Settings Tab
• Under Operations > click into Customize Purchase Order Form
• Select the Custom Fields Tab
• Click on +New Custom Field to add

How do I add additional fields?

Still have questions? Contact us at support@procurify.com