Purchase Order Matching
Purchase Order (PO) Matching is the process of matching the details of a bill with the corresponding purchase order. When a bill is scanned in Zoho Books, the system automatically fetches details such as the purchase order, quantity ordered, and the rate per quantity of each item. This allows organizations to ensure that the bill matches what they ordered. It also helps organizations save time by reducing the risk of errors that may occur due to manual data entry.
Note:
- This feature is a part of the Zoho BillPay add-on for Zoho Books. Purchase the add-on to enable the feature for your organization.
- You need to enable Bill Reconciliation in your organization to use PO Matching.
To use the PO Matching feature:
- Go to Purchases on the left sidebar and select Bills.
- Click the Uploaded Documents tab.
- Drag and drop or upload the document. Once scanned, its status will change to Processed.
- Hover over the scanned document and click Convert to Bill. You’ll be redirected to the New Bill page.
- The details in the scanned document will be matched with the purchase order. For all matched line items, information such as the purchase order number, quantity ordered, and rate per quantity will be available. You can find this information in the Order Details column.
Note: If the scanned details of any line item do not match with the corresponding purchase order, you can click Mark as Non-PO Item next to the line item.
- Enter the required details and click Save as Draft.
A bill will be created, and the corresponding purchase order will be associated with it.
Yes
No
Thank you for your feedback!
