Purchase Order Forms

Hopey

I want to create a purchase order form that I can send to suppliers by email from SmartSheets and receive a confirmation form back by email that the order is accepted with delivery details.

The purchase order will need an internal authorisation.

A unique PO number.

Entry into the Smart sheet on authorisation.

Ideally the order will intergrate with a finance sheet for payment

Help on how to achieve this will be gratefully received.

 

Tony Davidson - SmartSheet Certified User 2016

I think the order template should get your desired outcome..did you download that to check it out?  If you haven't contacted support@smartsheet.com I would suggest that as they are very helpful with designing a workflow like you have requested.  

Jason Davis

I like that Idea,  I would also like to attach the po to my project management sheet in order to keep track for cost accounting on the job.  Does anyone have this type of solution?

Tony Davidson - SmartSheet Certified User 2016

If you use that template with a web form the PO could be uploaded and stored at the row and sheet level

Hopey

Hi Tony

I tried that but the web form doesnt give a usable Purchase Order. It is also the wrong way round and is aimed at a PO into me from a purchaser.

I have tried importing an excel spreasheet PO but all I get is a SmartSheet replication of an excel spreadsheet.

regards

Hopey

Tony Davidson - SmartSheet Certified User 2016

Ahh ok.. I understand now.. that is a good support question.  I could only find the order template below for receiving orders..

 

https://www.smartsheet.com/solutions/place-an-order-form

Shaine Greenwood

Hello All—

 

I just wanted to bring up a point that our Support team is happy to help with technical issues and understanding specific features, but doesn't typically help with complete workflow design.

 

We do have a design desk team though! https://www.smartsheet.com/design-desk