a3 can produce a Purchase Order branded with your company logo and address details for use when ordering Disbursement services. Here's how to create one:
- Go to the Disbursement that you would like to create a Purchase Order for and click the Create dropdown button at the top of the page, then select Purchase Order.
- Select the Service(s) that you would like to include on the Purchase Order and click the Next button.
- Review the contents of the document and amend any details as required. You can Look Up a Vendor Address from your a3 company list by clicking the Look Up button and searching. When you are finished editing, click the Save button.
- Once saved, click the PDF button to download the Purchase Order as a PDF document.
Once a Purchase Order document has been created, it will be saved under the Documentation section of an appointment.