Available On: Business Plus
Switching to UpKeep for Purchase Orders doesn't mean starting from square one! Just set your Purchase Order Start Count number to pick up where you left off in your old system. 🔄 Keep your books organized without the headache of starting over. It's smooth sailing with UpKeep!
How to Set Your Purchase Order Start Count
Each new Purchase Order (PO) will automatically be assigned a unique number starting from the 'Purchase Order Start Count.' Unless a specific Purchase Order number is manually entered during creation, the system will generate a sequential PO number beginning from this set value.
Navigate to the Settings section
Then click on the Purchase Order Module
Enter in your desired Purchase Order Start Count
How to Set Your Purchase Order Number While Creating Purchase Order
When creating a new Purchase Order, you can manually set a specific Purchase Order number, which can be alphanumeric—meaning it can include both letters and numbers. This flexibility allows you to create a custom numbering sequence that suits your needs. If you don’t set a number, the system will automatically generate one based on the Purchase Order Start Count.
Navigate to the Purchase Order Module
Select Create Purchase Order
Enter in your desired in PO Number
