Purchase Orders
Effortlessly incorporate purchase orders into your project workflow using ClayHR. Streamline procurement, regulate project outlays, and ensure project budgets stay on track. Experience a seamless process that enhances efficiency and transparency in your project management journey.
- Go to the “Projects” menu and select “Accounts”.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cc01ad8218b934be1d4a_image10%201.png)
- From the accounts home page, click on the “Purchase Orders” link.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cc2ee60ee0796b279637_image9%201.png)
- A list of all purchase orders is displayed.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cc4cac06308b9ebf5aba_image1%202.png)
- Click on the “New Purchase Order” button to create a purchase order.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cc80115da5fdbcaf2dd2_image3%201.png)
- Fill in the required information and click on the “Save” button.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cc98400c011c10cdb9b2_image11%201.png)
- Click on the corresponding link on the purchase order home page to view the saved purchase order.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576ccb04d581f8672b94fe9_image5%201.png)
- The list of purchase orders linked to a particular account is shown on the account view page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576ccc849d8b30c8b0488f1_image8%201.png)
- To link the purchase order with a User Allocation, open a particular project and click on “Projects Team”.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cce468be3309f7897d23_image4%201.png)
- Then click on the ‘+’ icon to add a new allocation.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576ccfcc2236fa016911a3e_image6%201.png)
- Fill in the details and select the purchase order from the list for this allocation.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cd15647250edf24a865f_image2%201.png)
- The purchase order number is shown in the allocation column of the project team metric.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/6576cd2d16463ae7e6e8dcb2_image7%201.png)