Welcome to Purchase Orders
With Lightyears Purchase Orders Feature, you can create, send, receive and complete POs in a few quick and easy clicks.
The following tutorial will take you through the different main sections of the PO feature with links branching off to more in depth looks into each part.
First of all, we need to enable the purchase orders function in your Lightyear profile. See below on guidance to activate and then follow the guides below to get set up.
As we're developing out this feature, we welcome any feedback you have in relation to Purchase Orders. Now, let's get started!
Activating Purchase Orders
Watch this quick video to help you get set up! Otherwise, read on for more guidance below.
In your Lightyear account, click on Company Settings .
In the window that appears, scroll to find Purchase Orders and click the enable button, followed by Update Settings
A new Purchase Orders tab will be available to you on the same screen:
It is in this Purchase Orders page that you can set default settings for your POs such as your PO Transaction Numbers, Delivery Addresses and Form Customisation.
The prefix for the PO Numbers will be 'PO' followed by '1'. The number will go up per PO. For example PO1 then PO2 and so on.
By clicking the + Address button, add the main address, or a number of addresses, if deliveries are sent to different locations.
Uploading your Company Logo will ensure that each PO created has your logo on all PO forms.
Please Note: PO Sequence Number can be entered up to the value of 1,000,000 - anything over this will be rejected.
Scrolling to the next Section on this page will allow customisation of supplier email settings:
In the Supplier Email Settings you can set default Subject, Body and Sender email address'.
Auto send supplier order emails - Automatically generates an email to the supplier when the order is confirmed
Enable Supplier Response Link - Allows suppliers to respond, add notes etc.
Response email- Logged in users email, will have the response sent to the logged in users email, Reply address lets you put a default email address in for all replies on POs.