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Documentation Index

Fetch the complete documentation index at: https://docs.raleyapps.com/llms.txt

Use this file to discover all available pages before exploring further.

Overview

Before creating purchase orders, you need to set up your suppliers and their associated products. This is done inside your Jira project settings. Required role: Finance

Adding a Supplier

  1. Go to your Jira project configured for Purchase Orders
  2. Click Project Settings in the left panel
  3. Click Add new supplier
  4. Fill in the supplier details — only Name is required
  5. Click Save

Adding Products to a Supplier

  1. After saving a supplier, click the Products link next to their name
  2. Click Add new product
  3. Fill in the product details — only Description is required
  4. Click Save

Product Fields

FieldDescriptionRequired
DescriptionA human-friendly name for the product or serviceYes
SKUStock Keeping Unit for inventory identificationNo
Unit PricePrice per unit in the default currency (includes tax)No
Tax RateApplicable tax rate for this productNo
ActiveWhether the product is active or archived

Bulk Import

Need to add many products at once? Use the CSV import feature to upload up to 1,000 products in one go.

Need Help?


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