Purchase Orders (POs) are the next process of ordering after making a proposal/estimate. Once your proposal/estimate is approved by your client, and the payment has been received, you can start sending out Purchase Orders to vendors.
*It is important that all the information is accurate regarding your items' ship-to, specs, and vendor info, as this will be the final document presented to the vendor to place your order.
In these Best Practices and Short Video Tutorial, we are going to show you how to create Purchase Orders in Designer Link 2.0 for our Non-Service Clients (Does not use DA Purchasing/Accounting). The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Create+Go:
When creating a PO, you can visit the PO directly after making it, or you can create and move on to your next task.
Editing POs:
Review Template Choice:
Add/Remove Items
Reorder Item Presentation
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Why isn't it letting me create a PO?
Make sure the items from your proposal that you are looking to make POs for have the same ship-to and the same vendor.
Why is my Purchase Order not looking the way I want it to?
When you click PDF Preview, please ensure you have selected the correct PO template to send to your vendor.
Can I remove items from my PO if I don't want them anymore?
Yes, you can remove items, add items, or reorder the position of the items on the PO as you wish. Just make sure you resend the updated version to the vendor if you have not already.
And that is how you can create a Purchase Order as a Software Only Client. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].