Signing purchase orders in Zoho Inventory

Signing purchase orders in Zoho Inventory

Available on SA, CA, JP, AU, EU and US data centres

Zoho Sign's integration with Zoho Inventory allows users to digitally sign and send Purchase Orders from anywhere, at anytime. This allows businesses to optimize procurement, save resources, and foster better vendor relationships.

Prerequisites to digitally sign and send a purchase order using Zoho Sign in Zoho Inventory

  1. Set up your user profile and e-signature inside the Zoho Sign application.
  2. From the Zoho Inventory dashboard, click the Settings icon.
  3. Click PDF Templates under Customization.
  4. Under Templates, click Purchase orders.
  5. The saved PDF templates for purchase orders will appear to the right. Click Edit under the desired template.
  6. Click Other Details, check the Signature checkbox, and set up your signature on the signature wizard.
  7. Click Save.



How to digitally sign and send a purchase order using Zoho Sign in Zoho Inventory

  1. If you are creating a new purchase order, fill out all the details and then click Save and Send. On the pop-up that appears, click Sign Purchase Order.
  2. Alternatively, open the drafted purchase order from the Purchase Orders module in the left navigation panel under Purchases and click Sign Purchase order.
  3. Click Sign and Proceed in the pop-up to confirm your signature in the signature preview.
  4. Verify the digitally signed purchase order and click Send Purchase Order.
  5. If needed, edit the email contents and click Send.