Articles on: X-PRO Installation

How to create and send Purchase Order in X-PRO?

Overview


This article explains how to create and send a Purchase Order in X-PRO. It guides users through navigating to X-PRO > Install > Purchase Order from the Dashboard, clicking Create, entering the required information, and adding products to the purchase order. Users can then select the relevant project and products, choose a vendor, and click Send Purchase Order to send it.



  • From the Dashboard, navigate to X-PRO, then select Install, and click on Purchase Order from the options.



  • Once you click the Purchase Order button, you will be redirected to the Purchase Orders page. Click Create to proceed.



  • After clicking the Create button, a dialog box will appear. Enter the required information and click Create to get started.



  • After clicking the Create button, a dialog box will open. Fill in the required details and click Add Products to include items in the purchase order.



  • Upon clicking, a dialogue box will open. From the drop-down menu, select the project for which you want to create the purchase order, Select the products and then click the Add Products button to include products in the order.



  • Once done, Select the Vendor and click on Send Purchase Order button to send it.




Updated on: 10/30/2026

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