How to request a quote for PO (Purchase Order) generation

If your organization requires a quote in order to generate a PO, here are the steps:

1. Head to incentives > request invoice
2. Enable the Quote toggle
3. Fill out the remaining fields
4. You're done 🚀

After your PO has been created: adding the PO to the invoice

After your PO has been created internally. You, the account owner, or any admin will need to head to invoices > overview to edit the invoice after you receive the PO and turn Quote mode off to get the invoice:

1. Edit invoice by clicking the pencil icon
2. Add PO & turn off Quote toggle 
3. Download PDF of the invoice from the Download icon at the right of any invoice
4. Submit to AP – please note that Ethnio does not submit invoices after the quote flow above. 

Any other requests outside of this automated system to sign terms, re-submit invoices, or any other manual work from Ethnio may incur additional fees.