PO Generator (PDF)

Datum Source offers an integrated purchase order module that includes the ability to create a purchase order template, configure the template values, and automatically create and save a purchase order PDF.

With the combination of the purchase order module and approvals, Datum Source can be your source of truth for purchasing and information can be pushed via integration to your existing ERP, manufacturing, or accounting software systems.

The following information outlines how to set up, configure, and create purchase orders using this module. Notably, the purchase order module is available to all software customers. Please contact [email protected] for more information about enabling this feature.

Overview

Once your account has been purchase order enabled, the Order resource page will be updated with several new sections as well as a Preview and Create button. See below for the primary visual difference on the Order resource page when the purchase order is enabled.

To preview a your PO Document, click "PREVIEW PO" at the top-right corner of the order page. To create the official PO document, start by clicking "Ready for PO"

Once you have clicked "Ready for PO", the "CREATE PO" button will appear. *Note that if approvals apply, you will need to request & receive an approval prior to seeing "CREATE PO"

Each section on the Order page corresponds to sections in the purchase order. Users can make edits to each section and preview those changes prior to issuing the purchase order.

Several values in the purchase order such as line item information, address information, and supplier information are not editable directly on the Orders page. Instead, these items are automatically populated onto the purchase order via the linked resource pages or from the organizational settings page and must be edited there.

Purchase orders can be previewed using the Preview button. The previewed purchase will contains a PREVIEW watermark. Purchase orders can be created without the watermark by using the Create button. Created PO PDFs will be automatically versioned.

If a supplier has portal account, then purchase orders can be issued directly via the platform by dragging the purchase order PDF to the Portal Files drawer. The supplier will receive an automatic notification that the purchase order has been uploaded.