Creating Purchase Orders

To create a new purchase order click on the plus button in the upper left of Ravetree and select "Purchase Order":

You can also create purchase orders from the "Create" dropdown menu on both the Account and Contact pages.

The Purchase Order Setup form is shown below:

General Info

Each purchase order must have a Subject ("Bulk materials for project" in the above screenshot). The payment methods can be customized on the Admin/Billing page.

Vendor Info

The Account search field is where you can search for the vendor to whom you will send the purchase order. Likewise, the Contact search field is where you can search for the specific person that will receive the purchase order. The contacts email address will automatically be populated into the Email field. You can optionally enter a vendor message into the Message field.

Purchase Items

Each line item is saved as an expense in Ravetree. You can create the purchase order first, then create an expense and link the purchase order to the expense on the expense form. However, the easiest option is to simply click on the blue "+ New Expense" button to create a new expense. In this case, the purchase order will automatically be linked to the expense:

Notice how the Vendor and Payment Method fields are also pre-populated, based on what was entered into the purchase order setup form. These fields are not editable when an expense is created from the purchase order form. Make sure you entered a Description, as this is how you will communicate to your vendor exactly what you are ordering. Click the "Save" button on the expense form after you have entered all of the relevant information. Repeat this process for each expense you plan to add to your purchase order. Then, click the "Save" button the purchase order when you are done.