Purchase Orders

Purchase orders are the records you use to request, approve, and track purchases in OpsOS. They hold the supplier, line items, approval status, and settlement p

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Approval Groups

Approval groups are the sign-off rules used when a purchase order or estimate is submitted. They decide who needs to approve, in what combination, and when extr

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Suppliers

Suppliers are the companies you buy from in Purchasing. A supplier record stores the contact details, address, bank details, compliance documents, and linked pu

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Templated Lines

Templated lines are saved purchase order lines you can reuse when the same costs come up regularly. They help you build purchase orders faster and keep repeated

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Estimates

Estimates are the comparison records used when you want to check several suppliers against the same requirement before choosing one. They let you compare suppli

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Recurring POs

Recurring POs are reusable purchase schedules for costs that repeat on a pattern. Once approved, they can issue purchase orders automatically on the schedule yo

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Ready to Pay

Ready to Pay is the accounting view for approved purchase orders that still have value left to settle. It is where your team opens a purchase order, submits the

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Payment Files

Payment files are export files built from settled supplier payments. They let your finance team generate bank-ready payment batches by company, using the paymen

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CSV Exports

CSV exports are the download tools for sending Purchasing data to another accounting process. They let you export bills, supplier contacts, and payments in the

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Integration Settings

Integration Settings is the Purchasing admin page for connecting accounting platforms and controlling how OpsOS maps records across to them. It is where you con

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Payment File Templates

Payment file templates are the saved output formats used when your team generates payment files. They control the row layout, filename pattern, delimiter, and t

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Tax Rates

Tax rates are the tax settings Purchasing uses on purchase order and invoice lines. They let your team keep the available rates up to date and control which one

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Purchasing Permissions Reference

This page is the full Purchasing permission list in one place.

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Purchasing Reports

Purchasing Reports gives you a read-only reporting view across purchase orders and invoices. It is built for finance and ops users who need quick answers withou

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