Before raising Purchase Orders, Purchase Order Categories need to be setup.
Purchase Order Categories are used for grouping different purchase order numbers together.
Setup Purchase Order Categories
If the login has access, navigate to Workflow – Purchase Order Categories
Click on Create to open the new purchase order category form.
- Name is a required field
- Number prefix is a required field that is used for Purchase Order number grouping.
e.g. CAT-0001
Once a Purchase Order Category has been created, it must be assigned to a team!
Not assigning the Purchase Order Category will mean that it cannot be selected on the app when raising a Purchase Order.