How we “add a purchase order” In Capi Plan Books

Click on “Purchase Order.” 

A new window opens in front of you; this page consists of a table that will show you summarized information once the purchase order is placed. It includes, like, reference number, date, supplier name, valid until, currency amount, and status of purchase order. Users can download the purchase order document in PDF form.

There is a date and company filter along with a Find button in order to find data of a specific time period. You can click on it and choose a date and company as per your requirement. After selecting the date or company, click on the Find button and reload the result. 

There is a button located on the top right side of the table, i.e., Add Purchase Order.