1. Click the Plus Sign Button
First, click the Plus Sign button in the header section.
2. Click Purchase Order
Next, from the drop-down, choose Purchase Order from the options.
3. Select the Vendor
Now, select the appropriate endor by typing in the search field or choosing from the drop-down menu.
4. Fill in the Purchase Order Total
Next, fill in the purchase order total information.
5. Fill in the Purchase Order Description
Then, fill in the purchase order description.
6. Select the Purchase Order Type
Next, select if the purchase order type is a Purchase, a Service, or Rental from the drop-down menu.
7. Select The Account Code
Now, select the appropriate account code by typing in the search field or choosing from the drop-down menu.
8. Add New Item
Then, if needed, click Add Item to create a new entry.
9. Actions Button
Next, click the Actions button to reveal options for managing the selected line, such as Copy, Paste, Split, Duplicate, and Delete.
10. Click on the Upload button
Then, click on the Upload button to add the purchase order backup.
11. Click Submit
When you are ready, finalize the purchase order submission process by clicking Submit.
That’s it! You have successfully submitted a purchase order in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]