Create a New Purchase Order

Create a New Purchase Order

Overview  

There are different methods of creating a Purchase Order which are explained in this video. A step by step guide can be found below the video.



From the Reorder Report:

  1. In Stock Tools, open the Reorder Report.
  2. Use the Filters button to turn off the Show All filter.
  3. Use the Filters button to filter by Supplier if required.
  4. Green select the item(s) you wish to order.
  5. Use the Actions menu to select Create Purchase Order.
  6. Select the Supplier in the lookup.
  7. Confirm in the pop up.
  8. Check and adjust quantities in the Purchase Order, if required.

Create Purchase Order Manually:

  1. From the Blue Button at the top of any screen, select New Purchase Order.
  2. Select the Supplier from the lookup.
  3. Add products as required.


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