- Go to the Purchase Order (“PO”) record
- Click on the Printer icon > “Print PO”
- This generates a Purchase Order formatted print out that you can send to your Vendor
- Select the Print Report Options
- Option to save the PDF printed in the PO > Document tab (for future reference)
- Print destination output to printer or email – with the option to select the PO contact as email recipient
- Now you have a formatted output of the Purchase Order details on Company letterhead
- Send the PO print out and / or PO details to your Vendor to initiate the Purchase Order request