Attach a purchase order#

When the customer sends a purchase order (PO) confirming the deal, you record it against the enquiry. This unlocks the ability to convert the enquiry into a sales order and begin delivery.

Before you start#

• The enquiry must already exist with a quotation sent (status Submitted or later).
• Have the PO number, PO date, and the scanned PO document ready.

Attach a PO for the first time#

1. Open the enquiry from the Enquiry Bank.
2. From the actions menu, choose Attach PO.
3. In the modal:
   • Enter the PO Number — the customer's reference.
   • Pick the PO Date — the date on the customer's document.
   • Upload one or more PO document files (PDF, image, or scan).
4. Save. The enquiry status changes to PO Arrived.

Once attached, the Purchase Order card on the enquiry detail screen shows the PO number, date, who uploaded it, and the document count.

Edit PO details#

If you need to correct the PO number, date, or replace documents:

1. Open the enquiry from the Enquiry Bank.
2. From the actions menu, choose Edit PO.
3. Update the fields or upload replacement documents.
4. Save your changes.

View and download PO documents#

On the enquiry detail screen, the Purchase Order card lists all attached files. Click a file name to download or preview it.

What happens after a PO is attached#

• The enquiry status updates to PO Arrived.
• The Convert to Sells Order action becomes available in the actions menu.
• The enquiry appears in the Sales Orders-eligible list.
• Dashboard sales metrics (PO Value, PO Count) include this enquiry.

Converting to a sales order#

Once a PO is recorded, you can formalise the enquiry:

1. Open the enquiry.
2. From the actions menu, choose Convert to Sells Order.
3. Confirm in the Formalise into a Sales Order modal.

The order is created and appears in the Sales orders list. Both the order and the original enquiry stay linked.

Common questions#

Can I attach a PO without any documents?#

Yes. The PO number and date are required, but file attachments are optional. You can upload documents later via Edit PO.

Can I remove a PO once attached?#

The PO record can be edited but not fully removed once the enquiry has been converted to a sales order. If the PO was attached in error before conversion, use Edit PO to correct it.

What formats are accepted for PO documents?#

PDF, JPEG, PNG, and common image formats are supported. The total upload is subject to your firm's storage quota.