purchase order
I'm new user of Smartsheet, I want to create new purchase order but I can't find any template. need help pleas !!! thank you
Comments
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Hi,
Have you looked inside the Solution Center? There is a template called "Place an Order Form" that might be what you're looking for.
Would that one work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi,
I looked inside the solution center but I can't create the purchase order with that template, I want to create official document for the order easy to use for our team :
- automatic date
- new number for every PO
- company logo
do you think it's possible with Smartsheet or it's easiest with excel ?
thank you for your help, have nice week too !
Regards
Widad
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Happy to help!
I have an idea of how to set it up!
Do you have an example or something you can show/share?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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hello Andree,
I sended to you an example PO. this my email address widad.elhamdi@eiratech.com.
thank you again for your help.
regards
widad
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Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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