Set up a well-oiled procurement management process in your organization with our one-stop solution to efficiently track and manage your assets from procurement to retirement.
With Freshservice’s integrated purchase order management, manage your purchases end-to-end from procuring assets to co-ordinating approvals. Procurement managers can create purchase orders to be sent out to vendors and manage approvals by bringing all key stakeholders on a single page.
Where do I find it?
From the side bar, click on the inventory icon
Click on Purchase Orders to view all your purchase orders or to create one.
Setting it up
Freshservice’s purchase orders are pre-populated with default fields in a template that would suit most of your procurement needs. But if you want to capture additional information using the purchase orders you can do so by:
Navigate to the Admin Panel and click on Purchase Order Fields under Asset Management.
Customize your purchase order’s template by dragging and dropping the required fields.
You can also choose the fields that should be displayed in the PDF version of the purchase order. Check the Display in PDF checkbox for the fields you want to display in the PO’s PDF.
Filtering Purchase Orders
Click on Filters to filter and view your purchase orders based on Purchase Order properties like Created Date, expected delivery date, Status etc.
Filter and Export Purchase Orders
If you want to export a few selected orders based on certain criteria, you can create filter conditions and then click on export. You’ll receive the export orders by email.
Cloning Purchase Order
Clone existing purchase orders by opening the required PO, and selecting Clone from the menu on the top right corner.
Now that you're done setting up, go on and create your first purchase order.