> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/purchase-order.md).

# Purchase Order

### Create and Manage Purchase Order <a href="#create-and-manage-purchase-order" id="create-and-manage-purchase-order"></a>

You can add a purchase order on the customer’s details page

To add a purchase order

Go to **Sales** and click on **customer**

<figure><img src="/files/TWCnFK3N0smHv75FyZMD" alt=""><figcaption></figcaption></figure>

In Customers, click on the **Customer’s name** to enter in details page

<figure><img src="/files/w11zu1JMP43kxbzOHPit" alt=""><figcaption></figcaption></figure>

Click on **Other** on the details page

<figure><img src="/files/1ToRmPt3U4vw2ea9ttmv" alt=""><figcaption></figcaption></figure>

In details, click on **+Purchase order** to add a new purchase order

<figure><img src="/files/GQPMF5iAsangNitSQAaW" alt=""><figcaption></figcaption></figure>

Add all the details and **Save**

<figure><img src="/files/vhAZq5lsqsb6noM7ANmJ" alt=""><figcaption></figcaption></figure>

Your purchase order will get added to the **Purchase Order List** Details

<figure><img src="/files/gkQm6XA2GJahHDY4i1tn" alt=""><figcaption></figcaption></figure>

### View Purchase Order <a href="#view-purchase-order" id="view-purchase-order"></a>

In **Purchase Order List,** click on the Action menu (3 vertical dots)![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F6N6ngekogxReTgGRmPny%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=beaaab1a\&sv=2) in Purchase Order List details for the Purchase Order which you would like to view and click the **View** button

<figure><img src="/files/2ekO1ySU8xi8LMRrgoCV" alt=""><figcaption></figcaption></figure>

You can see all the details of your purchase order. Here you can **download or print** **purchase order details** and share on **WhatsApp**

### Edit Purchase Order <a href="#edit-purchase-order" id="edit-purchase-order"></a>

In **Purchase Order List,** click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F7tIL8zgzg0zipldKY8Vw%252F9.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=9d0fa6cd\&sv=2) in Purchase Order List details for the Purchase Order which you would like to edit and click the **Edit** button

<figure><img src="/files/DHQ26alQx16siGGYOITx" alt=""><figcaption></figcaption></figure>

Add all the details and **Save**

<figure><img src="/files/Es3Ev6bN8v3zdX1uqCbz" alt=""><figcaption></figcaption></figure>

### Delete Purchase Order <a href="#delete-purchase-order" id="delete-purchase-order"></a>

In **Purchase Order List,** click on the Action menu (3 vertical dots)![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FLVRImMNlw6sxl5TRWLWs%252F12.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=aec17a98\&sv=2) in Purchase Order List details for the Purchase Order which you would like to delete and click the **Delete** button

<figure><img src="/files/QDHlCxXGyqRJS8OuL3MS" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="/files/YfLWEAfQYsB4Zr4D5UAA" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
