1. Click the "Add" 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 to Add the Purchase Order Backup
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]