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
You can use the Quick Create feature for POs to rapidly generate a PO# and provide it to a vendor. The key advantage is that you can fill in the detailed information later. This is particularly useful when you need a PO number quickly for a vendor but don't have time to fill in all the details immediately.
To generate a PO number with Quick Create:
From the left-side navigation, click the dropdown menu
Select the name of the project that you want to see purchase orders for
In the project dashboard’s Purchase orders overview, click View POs
On the Purchase Orders page, click the + Add Purchase Order button
In the New Purchase Order popup, select an existing vendor
Click the Quick Create button to generate a PO#
When you use Quick Create to generate a vendor number, can then go back later to add or edit the details like vendor information, department, and description.
Select a project, then click View POs.
Click + Add Purchase Order
Click Quick Create
