Purchase Order Management

This is how you can set a Purchase Order for a client.

• Go to the Client module, bring a client up and click the Accounts tab.

• Scroll down the page to the bottom and you will find the the Purchase Order Management section.

• If you enable the PO for the client you can also make the PO details mandatory for them and you can select if the purchase order will be calculated Inc Tax or Ex Tax.

• Select where you want these details to be displayed if only on client’s documents, on venue’s documents or both.

• And set a variance percentage for the Purchase Order if required.

• In the Event Bookings Module bring up one of the client’s bookings, go to the File Bank tab and fill out the fields on your screen. You can upload the Purchase Order document then select Purchase Order in the dropdown list and complete the other information accordingly and click Add on the right-hand side.

• Once you upload the document with the Purchase Order information, go to the Agent tab and complete the fields in the Client Purchase Order Details section as needed.

• An alert icon will appear in the General tab of a booking if the Purchase Order parameters have been breached.

• If you hover over the icons you can see what they mean.