Creating and managing supplier purchase orders

SECURITY  Kaseya Quote Manager internal users assigned to the Sales role have view-only access to purchase orders. To manage user roles and permissions, refer to Team.

Overview

A supplier purchase order contains the following:

  • your business details, including Tax Number
  • purchase order number
  • delivery details
  • bid number (if applicable)
  • purchase order notes (use notes for license keys)

You can manually configure the email address from which purchase orders are sent to organizations. From the left navigation menu, click Settings > Company details and enter a Company email address.

Purchase order details sync to your PSA or accounting system (as per your chosen configuration). The sync takes approximately 10 minutes.

A purchase order or sales order cannot be changed once a purchase order has been receipted or all items of the sales order have been fulfilled.

Manually approving purchase orders (automatic draft status)

The Purchasing Optimizer (automated procurement) saves you the time and effort of manually choosing suppliers, creating sales orders, and raising supplier purchase orders. Kaseya Quote Manager procurement is fully automated based on best available supply and your supplier settings.

However, as you are becoming familiar with the automated procurement process, you may choose to generate your purchase orders as drafts in order to maintain full control of procurement. This option allows you to review and approve purchase orders before sending them to suppliers. Refer to Approve and send a draft purchase order.

To set this configuration: From the left navigation menu, click Settings > Sales > Automatically create a draft purchase order.

As you begin to master Kaseya Quote Manager, update your sales settings any time to take full advantage of the convenience and efficiency that automated procurement delivers. Refer to Choosing sales settings.

How to...

FAQs