Adam, the AI accountant, simplifies the process of creating purchase orders by accepting a written description instead of manually filling out each field. A clear prompt, or an uploaded document, is all that is required for Adam to generate the purchase order.
Step-by-Step Guide
Follow these steps to add purchase orders using prompts:
Open the Purchase Orders Page
Click More in the top navigation.
From the dropdown, hover over Spend, then select Purchase Orders from the flyout menu.
Start a New Purchase Order
On the Purchase Orders page, click Create Purchase Orders at the top right.
From the dropdown, select Ask Adam.
Enter the Purchase Order Description
A modal will appear requesting details of the purchase order(s) to be created.
Type the purchase order details in a clear, natural language format, or click Attach file to upload a document containing the details instead.
Example Prompt: "Create a purchase order for Prime Office Supplies for the purchase of 10 office desks at ₦120,000 each and 20 ergonomic office chairs at ₦85,000 each, and add the note: Please deliver during business hours".
Submit the Prompt
After entering the description or attaching a file, click Submit.
Adam Processes the Request
Adam analyzes the prompt or document, extracts key purchase order details such as vendor, items, quantities, pricing, VAT, and delivery date, and automatically generates the purchase order(s).
Check the Purchase Orders Table
Once processing is complete, the new purchase order(s) will be added to the Purchase Orders table. Entries should be reviewed and edited as needed to ensure accuracy.
Important
Uploaded documents must meet the following limits: text content should not exceed 15,000 characters (approximately 100 entries), and PDF files must not exceed 10 pages.