How to Create a Purchase Order

Owned by Former user (Deleted)
Last updated: Dec 14, 2017 by Darach Murphy (Unlicensed)
2 min read

This step-by-step guide describes how to create a purchase order type transaction. A purchase order transaction is used when purchasing inventory from a supplier. Inventory can only be received against a purchase order in a receiving event. See Receiving Against an Order for more information.

Step-by-step guide

  1. Navigate to the transaction page from the main menu: Shipping > Transactions
  2. Click the + Add Purchase Order button.
  3. Enter an Order Date, Ship Date, and Delivery Date for your order.
  4. Optionally select a Status.
  5. Optionally specify a Transaction No. This is a unique transaction identifier. A unique number is automatically generated for you.
  6. Optionally specify a Reference No. If this purchase order is intended as a linked transaction leave this field blank as it will be overwritten. See How to Create a Linked Transaction for more information.
  7. Optionally select a Supplier. If this purchase order is intended as a linked transaction the Supplier must be a linked contact. See Linked Contacts for more information.
  8. Optionally select a Supplier Address. This field will be short listed to addresses for the specified Supplier. If no addresses appear in this list you can add new addresses for your customer contacts via the contact manager. See How to Add Contact Addresses for more information.
  9. Optionally select a Receiving Warehouse. This is the warehouse you are receiving into.
  10. Optionally enter any relevant Notes or Comments.
  11. Optionally add line items and adjustments. See How to Create Transaction Line Items (Old) and How to Create Transaction Adjustments for more information.
  12. Click the Save Purchase Order button to save the transaction.
  13. Click the + Save and New button to save the transaction and immediately add a new purchase order.
  14. Click the Save and Copy button to save the transaction and immediately add a new purchase order that is a copy of the current purchase order.
  15. Click the Save and Receive button to save the transaction and automatically create a new receiving event with the purchase order attached.



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