1. How to create purchase orders

How to create purchase orders

Create Purchase Orders:

  1. Select Purchases from the side menu.
  2. Select Create on the top right corner.
  3. Click on Add a supplier to your purchase order and either add an existing supplier or create a new one.
  4. Add a delivery address.
  5. Add a delivery date.
  6. Click on Add Line to add items to your Purchase Order:
    1. Add Item – add any item from your Inventory.
    2. Add Description – Add text placement holder for item. No price for this line.
    3. Add Items Used – Add any or all items that were added to the Job in the Items Used section (If linked to job).
  7. Click Create Purchase Order to complete the process.
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