Managing Purchase Orders

Types of Purchase Orders

ActionAtlas works with two types of purchase orders:

• Blanket Purchase Orders

  A blanket PO is used when a creative agency is contracted for a large sum of capital to complete many projects over the course of a year. This allows for streamlined project creation and budgeting under a single financial agreement.

• Single Project Purchase Orders

  These are individual POs created for specific projects. Each project gets its own purchase order with dedicated budget and timeline.

Step 1: Accessing the Client Section

Navigate to Clients in the left-hand navigation menu and make sure the Clients tab is selected.

Accessing the Clients section from the navigation menu

Step 2: Selecting a Client Account

Find the Client Account where the new purchase order needs to be created and select it.

Step 3: Opening the PO Tab

Once on the client details page, select the PO tab to view existing purchase orders or add a new one.

The Purchase Orders tab in the client account

Step 4: Adding a New Purchase Order

Click on the "Edit" button to enable changes to purchase orders.

Then click on "+ Add New PO" and enter the required fields:

• PO No. – The unique purchase order number
• Contract Amount – The total value of the purchase order
• Start Date – When the PO becomes effective
• End Date – When the PO expires
• Amount Spent YTD – The amount already utilized from the PO

Step 5: Setting Markup Percentages

If the PO contains negotiated markup percentages for project expenses, enter the percentage values and their descriptors.

Step 6: Saving Your PO Entry

After entering all the required information, click the "Save" button to create the purchase order.

The new PO will now appear in the list of purchase orders for this client and can be associated with projects.