Start a recurring PO
Go to Purchase Orders, Recurring, and click New Recurring PO. Or, from a PO you already have, open the Actions menu and choose Make Recurring, and the form opens pre-filled from that PO.
Recurring purchase orders
Stop re-entering the same PO every month.
Rent, a retainer, maintenance or a subscription: set the purchase order up once as a recurring series. Submit it once, one approval request covers the whole series, and the series total is committed to your budgets.
A clearer process for your team
Build these steps into everyday purchasing.
Set the schedule and submit once
Repeat weekly, monthly or yearly, choose the day, and pick a start and end date. Tick the box for a reminder five days before each PO is due. One approval request covers the whole series, and the series total is committed to your budgets.
Review each occurrence, then send it
Each occurrence appears as its own purchase order, with approval managed at the series level. Nothing goes to the supplier automatically, so review it, then send it. Manage every series, its schedule, the next occurrence and its status under Purchase Orders, Recurring.
A practical next step
See it with your own workflow
Join a live product demo and bring your recurring purchase questions.
Explore the resource“Helps us to stay in budget and manage our finances.”
Cynthia Pinkerton
Director of Business Affairs
Sunny Glen Children’s Home
SEE IT WITH YOUR TEAM
Bring your purchasing
under control.
Walk through your budgets, approvals, and reporting needs with us.