D-Tools

Everything you need to know about keeping your purchase orders up-to-date

Purchase Order status

What are the different ways to create a purchase order on Cloud

Creating a purchase order

How to add more products to a draft purchase order

Draft purchase order

How to configure a purchase order before sending it to the supplier

Configuring a purchase order

How to remove products from a purchase order

Removing products from a purchase order

How to update the shipment delivery details in the purchase order

Updating the shipment delivery details

How to download the list of purchase orders along with the list of products to a CSV file

Downloading purchase orders with products

Deleting a purchase order

Ashok P

Manage Purchase Orders

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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