Plexa
FinancePurchase Orders

Bulk Upload Purchase Order (PO)

1. Click "**Finance"** on the Plexa dashboard 2. Click **"PO Book"** Icon in the Finance Menu 3. Click **"BULK UPLOAD PO" button** 4. **Click "Download Import Template"** 5. **Ente

Step By Step Guide

  1. Click "Finance" on the Plexa dashboard
  2. Click "PO Book" Icon in the Finance Menu
  3. Click "BULK UPLOAD PO" button
  4. Click "Download Import Template"
  5. Enter details to template eg "Line Description, Qty, Unit and Rate"
  6. Click "Upload Template"
  7. Click "Save"

Video Tutorial

Interactive walkthroughOpen

Close a Purchase Order (PO)

Managing Purchase Orders (POs) is a critical aspect of financial operations within any organization. Understanding the process of closing a PO is essential as it marks the completi

Export Purchase Orders to Excel

Exporting Purchase Orders to Excel

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Step By Step GuideVideo Tutorial