Creating a Purchase Order

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:

1. 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.
   
   
   
2. Select the Service(s) that you would like to include on the Purchase Order and click the Next button.
   
   
   
3. 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.
   
   
   
4. 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.