A Purchase Order is a formal document issued to a vendor to request goods or services, detailing quantities, prices, and terms—used to track and manage procurement before the actual bill is received.
Here’s how to create a Purchase Order in NuMetric:
Navigate to Purchases > Purchase Orders
Click on Create Purchase Order.
Vendor Selection
Choose a vendor from the dropdown list.
Enter Key Details
Set the Date and Due Date.
The Purchase Order # is auto-generated.
Optionally, add a Reference # and internal Notes.
Add Line Items
Click Add a Line to enter:
Item
Quantity
Unit Price
Tax selection (if applicable)
Upload Supporting Documents
Add any relevant files (e.g., vendor quotes) in .png, .pdf, or .jpeg format.
Review Totals
Subtotal, Tax, and Total Amount are auto-calculated.
Save
Click Save to record and issue the purchase order.
Once a Purchase Order (PO) is issued in NuMetric, the user can:
Edit or Update: Use the Action dropdown to modify PO details if changes are needed before billing.
Share via Email: Send the PO directly to the vendor from within the platform.
Track Read Count: See how many times the PO has been viewed by the recipient.
Copy Public Link: Create and copy a shareable link to view the PO online.
Convert to Bill: Instantly convert the PO into a purchase bill when goods or services are received.
Download PDF: Generate a printable PDF version of the PO.
📌 Note
Easily share documents via secure smart links and get notified when they're viewed, ensuring transparency, accountability, and quicker responses.