Verify the order
Check everything below carefully. This is exactly what will appear on the purchase order.
PO number
Vendor
Category
Items
| Description | Unit cost | Qty | Amount |
|---|
Notes / terms
Dates
This authorises the spend, it does not pay it. When the vendor's invoice
arrives it is matched to this order by PO number, and payment stays manual.
Purchase order generated
Purchase order has been downloaded as a PDF.
Recording to ClickUp…
Send this PO to the vendor. When their invoice comes back to LooREADY, the pipeline
matches it to this order by its number: