Create a PO

Purchase orders (POs) are permission based

To access POs in Wrapbook, your account must have one of the following roles enabled:

• Role: Company Admin, Company Manager, Project Coordinator

• Custom role with: Purchase orders - Full access, Manage

To create a purchase order (PO):

1. From the left-side navigation, click the dropdown menu

2. Select the name of the project that you want to see purchase orders for

3. In the project dashboard’s Purchase orders overview, click View POs

4. On the Purchase Orders page, click the + Add Purchase Order button

5. In the New Purchase Order popup begin typing the Vendor name to choose a vendor from your company’s list.  If you want to create a PO for a vendor that isn’t on your company’s list, you can click the Create new vendor button to add their details without leaving the page.

6. If you’ve selected an existing vendor, click the Continue to PO button

7. On the new purchase order’s page, enter the details

8. When you’re finished, click the Save button

If you’re using an accounting software integration with Wrapbook, vendors will be automatically added for use when adding POs.