Create a purchase order

Goal: Send a purchase order to a supplier — a clear record of what you’re ordering.

Before you start

• Add the supplier: in the sidebar open Buying → Supplier → + Add Supplier.
• Have the items you’re ordering.

Steps

1. Start a purchase order

In the sidebar, open Buying and select Purchase Order, then + Add Purchase Order.

2. Choose the supplier and items

Select the Supplier, add each Item, Quantity, and agreed Rate, and set the required-by date.

3. Save, submit, and send

Select Save, then Submit, then Print or Email to send it.

4. Next steps

From a submitted order, use Create to make a Purchase Receipt (when goods arrive) or a Purchase Invoice (the supplier’s bill).

You’re done when…

The purchase order is Submitted and sent, tracking how much has been received and billed.

Related

• Receive stock
• Add an item