Look up a feature
Find fields, settings, and reference information.
DocumentationLearn a module
Take a guided tour of one area of Collablly.
Module guidesComplete a task
Follow a workflow from the first action to the result.
WorkflowsDocumentation
Dashboard
Your at-a-glance summary of PO health, statuses, and what needs attention.
Open documentationPurchase Order
Summary and Details views of every PO and PO line, with communication and editing.
Open documentationMass PO Update
Bulk-edit PO lines by downloading, editing, and re-uploading an Excel file.
Open documentationRFQ Management
Create and send Requests for Quote to suppliers and track responses.
Open documentationOrder Insight
Material shortage visibility across open orders.
Open documentationPDF Report
Generate formatted PDF exports of PO and order data.
Open documentationAnalytics
Charts and trends across your procurement activity.
Open documentationSuppliers
Manage supplier records and the welcome-email acknowledgment flow.
Open documentationProfile
Your account details and preferences.
Open documentationUsers
Invite and manage Admin and Buyer users (Admin-only).
Open documentationTags
Define tags to categorize and filter PO lines.
Open documentationModule guides
Dashboard
Your at-a-glance summary of PO health, statuses, and what needs attention.
Open guidePurchase Order
Summary and Details views of every PO and PO line, with communication and editing.
Open guideMass PO Update
Bulk-edit PO lines by downloading, editing, and re-uploading an Excel file.
Open guideRFQ Management
Create and send Requests for Quote to suppliers and track responses.
Open guideOrder Insight
Material shortage visibility across open orders.
Open guidePDF Report
Generate formatted PDF exports of PO and order data.
Open guideAnalytics
Charts and trends across your procurement activity.
Open guideSuppliers
Manage supplier records and the welcome-email acknowledgment flow.
Open guideProfile
Your account details and preferences.
Open guideUsers
Invite and manage Admin and Buyer users (Admin-only).
Open guideTags
Define tags to categorize and filter PO lines.
Open guideWorkflows
Initial Communication
Buyer sends a PO for acknowledgement; the supplier reviews and acknowledges it by email, no login required.
Open guideLine Communication
Buyer and supplier negotiate one PO line by email: confirm it, propose a change, and close the loop.
Open guidePO Line Edit
Edit a PO line's price, quantity, or due date in-app, then push the change live.
Open guideCreate Purchase Order
Build a multi-line Purchase Order from scratch, submit it, and watch it sync into view.
Open guideCreate PO from Order Insight
Spot a material shortage, select it, and create a PO straight from Order Insight.
Open guideRFQ Lifecycle
Build an RFQ, send it to a real supplier, receive their quote, award it, and watch the PO land.
Open guidePart Sourcing
Compare real suppliers on price and quality for a part, and decide who to actually buy from.
Open guideTags: Create & Assign
Create a reusable tag, then assign it to a PO line, and the approval rule that decides which lines can be tagged.
Open guideDashboard Widget
Build a custom Dashboard widget that tracks Purchase Order lines coming due, field by field.
Open guideMass PO Edit
Download every open PO line, trim and edit it in Excel, upload it back, and track both the batch and each line to Synced.
Open guide