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.
How to use Purchase Orders
How to use Purchase Orders
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.
Setup Approval Levels
Setup approval levels
Establishing approval levels is important for maintaining control within the procurement process, ensuring that all purchases are authorised by the appropriate personnel.
Bypass Feature
A bypass function is important as it provides flexibility in the approval process, allowing urgent purchases to go ahead.
Budget Management & Tracking
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.
Expenses
How to use the Expense Feature
Welcome to Digital Purchase Order. This is a quick introduction to the new expenses feature, which allows you to easily capture receipts, transfer them to a top sheet, and submit them for approval.
Customize your PO Book
Flag POs 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.
QuickBooks Online Integration
The integration enables the company to seamlessly synchronise supplier, item and account code information with the digital purchase order.