Financial - Branch Level Purchase Orders

RAVE’s Financial Management System includes Branch-Level Financial Document Level options. This article will focus on Purchase Orders. There is also a Bills/Credit Notes article here and a Quotes and Variation Quotes article here.

Branch Purchase Orders in is a Financial Admin life saver. It allows you to bulk send purchase orders to many suppliers at once, create Branch level purchase orders, turn many Purchase orders into a single bill where your supplier has only sent one bill but has referenced several different purcahse orders.  

If your RAVE system has the optional Financial Management System module activated and you have the correct permissions, you’ll find the Branch-Level Purchase Orders subtab accessible via the Financial button, 

This page displays all active project Purchase Orders in the business.

You can use the Search box to search the Purchase Order Reference.

Filters along the top allow for filtering by Project/Contract Name, Category, Contact, Purchase Order Date, Status of the document and sent status. If you have turned on sending your Purcahse Orders to Xero you will also see the Xero status column. We do not advice having POs send to Xero. 

There is also a slider to display Sub Categories. 

The three dot elipses beside each document allows you to:

Print the Purchase Order

Approve if the Purchase order is in Draft

Approve and Send to the supplier  if the Purchase order is in Draft 

Duplicate the Purchase Order 

Delete if the Purchase order is in Draft 

Cancel if the Purchase Order is approved and Not Billed 

Re-send to Recipient if the Purchase order has already been approved and Sent 

Turn on Processing if the  if the Purchase order is Approved

+Create a Bill from the Purchase order if its Approved

Draft Options

Approved with Bills

Approved Not Billed

Bulk Action Items

• Bulk/Multi Selecting Purchase Orders in Draft status, you can then approve or approve and send from the bulk action bar. They do not need to be fromt the same supplier to do this. 
• Bulk/Multi Selecting Purchase Orders in Approved and Unsent Status you can then Send to Recipient/s.
• Bulk/Multi Selecting Purchase Orders in Approved and Sent Status you can then Re-Send to Recipient/s.
• Bulkd/Multi select any documents in any status and you can update the Account Code, Category and Subcatgory or Markup 

+ Purchase Orders from Template

You can create a Purchase Order from a template on the Branch Purchase Order page.

When the model pops up you select a pre saved Purcahse Order Template and single select a project and the infromation will pre populate in the Purchase Order Creation Page.

You can then add additional information like line items and add other projects to the Purchase Order. 

To Create Purchase Orders in associatted to Quotes in bulk you need to refer to the Help Article here for Branch Quotes.