How to create a Purchase Order:
- Navigate to Purchase Orders from under the Inventory menu.
- Click the Purchase Orders button and select New Purchase Order.
- Fill out all required fields. For help with some of the fields see below.
- Press either Save Draft or Save & Process to submit the order.
OR
- Click on the Create a new Purchase Order link under the Inventory menu.
- Follow steps 3-4 from above.
OR
- From the Items page use the checkboxes to select the Items you want to purchase.
- Click the Purchase button and select New Purchase Order.
- Follow steps 3-4 from the first set of instructions.
OR
- Navigate to an Item you wish to create a Purchase order for.
- Under the Purchasing & Transferring area select the I am purchasing this product checkbox and press Add to New.
- Follow steps 3-4 from the first set of instructions.
Selecting a Supplier
Click on Supplier to choose from your suppliers using the checkboxes. This is where you are purchasing from.
Shipping
Click on Ship To to indicate where you're sending items to. Choose a Ship TO location by using the checkboxes.
Adding Items
Press the Add Item button to select items that are available to be purchased.
Saving as a Draft
You can click the Save Draft button to keep a draft version of your Purchase Order. This will allow you to continue to modify the order before you process it.
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Last Updated January 26th, 2018 by Becca Ellig
