UpKeep Purchase Orders
All the How To Docs for Set up and Usage of UpKeep PO tracking and Fulfilling
12 articles
- How to Create and Manage Purchase OrdersLearn how to create purchase order requests and manage the flow of purchase orders for efficient procurement
- How to Create Custom Purchase Order CategoriesCreate purchase orders and categorize them for reporting purposes and identifying trends in your purchase orders
- How to Filter your Purchase OrdersFilter your purchase orders so you can export them onto a CSV spreadsheet and find what you are looking for!
- How to Set your Purchase Order Start Count and NumberUse the purchase order numbers you desire by setting the Start Count!
- How to Email a Purchase Order to a VendorSave the paper by emailing your Purchase Orders directly to your Vendors
- How to Create Purchase Order RequestsLearn how to create and Edit Purchase Order Requests
- How to Add Custom Line Items To Your Purchase OrdersLearn how to add parts or custom line items to Purchase Orders
- How to Approve Purchase Order RequestsLearn how to approve your Purchase Order Request
- How to Create Tags for your Purchase OrdersUse Tags to help better track your teams Purchase Orders
- How to Export Purchase OrdersLearn how to export your Purchase Order information in UpKeep.
- How to Track Incoming Part Quantities on Purchase OrdersLearn how to see how many parts are currently on order from approved Purchase Orders
- How to Configure the Purchase Order Request PortalSet up and manage a public purchase order request portal so vendors and team members can submit PO requests directly.