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POs

How to Generate an Express PO

Express POs are useful when you need to receive an item that has been purchased without a PO. In short, when executing the Receiving process for items without POs, ControlHub will automatically gener…

Updated by Jean Acosta

How can I add a footer to a new PO?

It is possible to add a Footer to your POs every time you generate a new one. A purchase order Footer is the section located at the bottom of a PO document. It typically contains essential informatio…

Updated by Jean Acosta

Does ControlHub support automatic PO prefixes and suffixes?

ControlHub supports one prefix for POs, but no suffixes. A prefix is a set of characters or words placed at the beginning of a purchase order number or reference. Prefixes are often used to categoriz…

Updated by Jean Acosta

How do I "close" a Purchase Order (PO)?

Purchase Orders will automatically Close once you receive ALL of their items. To learn how to receive your items, please check our article on this process. Additionally, you can Close POs without rec…

Updated by Jean Acosta

How do I edit a PO item?

A. To edit items in a PO: Go to the Purchase tab / POs subtab to view a list of your POs. Search for the PO you want to edit by using the Search bar , or by using any of the available filters to narr…

Updated by Jean Acosta

Can I cancel a Purchase Order?

Yes, you can cancel Purchase Orders (POs). When doing so, all items from the canceled PO will become available to be added to future POs. To cancel a PO: Go to the Purchase tab / POs subtab to view a…

Updated by Jean Acosta

How do I edit a Purchase Order (PO)?

To edit Requests: Head over to the Requests tab to view your previously submitted requests. Locate the Request under the Under Contruction / Pending Approval columns and click on it. You'll get a qui…

Updated by Jean Acosta

Does ControlHub support 2-way match?

Yes, we support 2-way Match : This feature allows users to compare and validate the details on an invoice with the corresponding information on a purchase order (PO). The system checks if the quantit…

Updated by Jean Acosta

Does ControlHub support 3-way match?

Yes, we support 3-way Match. With this feature in ControlHub, users can perform an additional validation step in the invoice processing workflow. The system compares the invoice details not only with…

Updated by Jean Acosta

Can I add documents, links or comments to POs?

It is possible to add documents, links and/or comments to your PO. You can do this either when creating a new PO or by editing it. In the PO Generator , scroll down to on the left side of the screen:…

Updated by Jean Acosta

How to add line items with different delivery dates to a PO?

It is possible to add different delivery dates to the same or different items in your PO. You can do this either when creating a new PO, or when editing it: In the PO Generator, check the ' Requested…

Updated by Jean Acosta

Can I add shipping, taxes, and other miscellaneous costs to a PO?

It is possible to add different miscellaneous costs to your PO, such as taxes, shipping costs, discounts and other miscellaneous fees. You can do this either when creating a new PO or by editing it.…

Updated by Jean Acosta

What is the difference between overwriting a PO and making a new Revision?

The difference lies in that overwriting a PO will not change its PO#, only its content. A revision will save the PO as a new version, and add a suffix to the PO (such as REV1, REV2, etc.) to keep a r…

Updated by Jean Acosta

Can I assign a Receiver to a PO?

No, POs cannot be assigned to specific Receivers. Users with the Permission Receive own purchases only can receive their own POs. Additionally, any user with the permission to Receive any users' purc…

Updated by Jean Acosta

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