DPO Tutorials

The tutorials on digitalpurchaseorder.com are essential for mastering the features and functionalities of the platform. They provide step-by-step guidance on how to create, manage and approve purchase orders, ensuring that users can navigate the system efficiently. These tutorials are designed for both beginners and advanced users, enhancing their ability to use the software effectively

Set up and manage Budgets

The Budgets feature allows companies to set and control their spending limits and prevent overspending with real-time budget tracking and alerts.

Set up a Catalogue

The Catalog feature enables organisations to create and maintain a curated list of approved products and services, ensuring consistency in purchasing.

How to track deliveries

With delivery tracking, you can check if your order has been delivered completely or if there are still items that are missing.

How to track invoices

The Invoice Tracking feature allows companies to match invoices with the total amount of purchase orders and to compare them with the deliveries you have made.

Create a Purchase Order

In order to maintain accurate financial records and ensure accountability in the procurement process, the creation of a purchase order is essential.

Amend a Purchase Order

Amending a purchase order is important to accurately reflect any changes, such as quantities, prices or delivery dates, and to ensure that both parties are aligned

View a Purchase Order

Users can view their POs by navigating to the Purchase Orders tab, where they can see a comprehensive list of all purchase orders along with their status.

Approve Purchase Orders

Approving a purchase order is essential to ensure that all purchases are authorised and within budget.

Void a Purchase Order

Voiding a purchase order is essential to officially cancel an order that is no longer required, avoiding unnecessary costs and misunderstandings with suppliers.

Close Purchase Orders

Closing a purchase order is important to signify the completion of the procurement process, ensuring that all goods or services have been received and paid for.

Flag P.O.s with Multiple Tags

The Flagging feature allows companies to categorise purchase orders within the View section. Flagging of purchase orders can be fully customised.

Use the Item Multiplier

The Budgets feature allows companies to create a purchase requisition by entering an amount and a corresponding rate.

Customize your component structure

The component feature allows companies to create own sections and categories that apply to an entire purchase order.

Import Chart of Accounts

The chart of accounts feature allows companies to integrate POs into an accounting system where you need to categorise each item with a specific account code.

Personal Settings

Personal settings allow the user to change usernames, passwords and email notification settings.

How to invite new users

This feature allows companies to give them individual permissions, such as approval rights or restrictions on viewing certain orders.

Set up automatic supplier notifications

This feature allows companies to enable automatic supplier notification for final approved purchase orders.

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