Creating Purchase Orders (PO)

Creating Purchase Orders

A purchase order is the formal order sent to a supplier.

Purchase Ordersorders are identified byreceive a unique code:PO Example:code.

Creating an order

Open PO-C24-0001Purchasing and go to Orders.

Common

Create steps

a

1. Draftblank order (blank or basedconvert onan PR)
approved
2. Sendpurchase request into an order.

   Fill in the order to supplier

3. Mark as "Sent to vessel"
4. Receive and book items
5. Mark order as completed
6. Attach invoices (office)

Order Details & Delivery

Required information

details:

• Titletitle
• Prioritypriority
• Deliverydelivery location:
  • Officelocation
  • Vessel
  • Warehouse
  • Other address
• Datedate required
• Deliverydelivery contact person
• Notesnotes
and
• 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.