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Purchase Orders

Rever allows you to create, upload, and track POs efficiently. Users have multiple options for creating or importing POs:

PO Creation Options​

Option 1: Create PO Manually

  • Go to Expenses → Purchase Orders → PO List page → click Create PO.
  • You can either:
    • Click “Extract PDF” : Upload a PDF of the PO and let the system extract key details (vendor, item description, quantity, price).
    • Create Manually : Enter all PO details directly in the form (Vendor, Items, Quantity, Unit Price, Delivery Date, Payment Terms).
  • Review the extracted or entered data.
  • Click Save button where the File will be moved from Draft to Under review Stage of the PO.

Rever Setup

Option 2: Upload PO PDF Directly

  • Go to Purchase Orders → PO List page → Click Upload PO.
  • Select a PDF file of the PO from your computer.
  • The system will automatically extract the relevant fields for review.
  • Save to create the PO.

Rever Setup

tip

Use Extract PDF when you want Rever to pre-fill fields from a PO document. Use Upload PO for bulk imports or multiple PDFs.