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.