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Purchase Order Forms
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.
Comments
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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.
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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?
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If you use that template with a web form the PO could be uploaded and stored at the row and sheet level
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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
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Ahh ok.. I understand now.. that is a good support question. I could only find the order template below for receiving orders..
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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
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