How to Manage Purchase Orders in Your MonkeyPod

Does your organization receive purchase orders for products or services you provide? If so, you can store those invoices in your MonkeyPod alongside their related invoices to keep all the billing documentation in one place.

What is a purchase order?

A purchase order is a document issued by a buyer to request goods or services from a seller, detailing items, quantities, and agreed-upon prices.

How should I record a purchase order?

When you receive a purchase order, create an invoice in your MonkeyPod for the products and services listed, which you will then charge to the customer.

To create the invoice, choose Finance > Create an Invoice from the main menu, and fill in the invoice details. See How to Record an Invoice for more guidance.

After creating that invoice, attach the purchase order to it as documentation for the transaction. It'll be there with the invoice whenever you need to refer to it!