Creating Purchase Orders (PO)
Creating Purchase Orders
A purchase order is the formal order sent to a supplier.
Purchase orders receive a unique PO code.
Creating an order
Open Purchasing and go to Orders.
Create a blank order or convert an approved purchase request into an order.
Fill in the order details:
- title
- priority
- delivery location
- date required
- delivery contact
- notes
- attachments
Add or review the order lines.
Save the order.
Receiving items
When items arrive, open the order.
Use the receive action to record what was received.
If the item is linked to inventory, book it into the correct location.