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Introduction to purchase orders

Understanding purchase order fundamentals with Wiplist.

Updated over a year ago

In Wiplist, a Purchase Order is a formal document sent to external suppliers to request goods or services, outlining the details of what is being purchased, terms, costs and any agreements. It serves as a binding agreement between a buyer and a supplier, ensuring clarity on quantities, pricing, and terms. Purchase Orders can be helpful to track expenses, and maintaining control over project budgets.

1. Key Features

Wiplist purchase order simplify and enhance your financial management by:

  • Detailing a breakdown of items, or services requested, quantities, agreed prices, delivery details and a space to specify specific terms to your agreement,

  • Linking to your project expenses, enabling tracking of committed and upcoming costs, and

  • Approval processes can be leveraged for Team Members to ensure that purchase orders are reviewed and authorised before being released.

2. Benefits

Wiplist enhances your internal processes by:

  • Creating clear, formal purchase orders simplify communication with suppliers, reducing misunderstandings and verbal agreements, and

  • Improve financial management by connecting purchase order data to reporting and analytics to monitor committed costs and avoid overspending. With detailed listings visible, it simplifies auditing and provides valuable reporting.

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