A Purchase Order is a very important document because it clarifies the order details such as the cost, quantity, shipping terms, etc. PO's are used by the Finance or Accounting Department to do the 3 way match (Comparing and Compiling the PO with the Invoice, and the Packing Slips).
Note: Before creating a purchase order, an order needs to be requested and approved. Click here on how to request an order or click here on how to approve an order.
1. Click on the PROCURE Tab → PROCUREMENT
2. Select the checkbox beside each item you wish to add to a Purchase Order
3. Click Add to List
*Alternatively you can reject the items by clicking the red "Reject Items" button
4. Click Create Purchase Order
Quick Tip: By clicking into the 3 dots, you can edit the line item such as quantity, SKU, and price in the purchasing list
On the next page, there is a template of what your Purchase Order will look like when sent to your vendor
5. At the bottom of the Purchase Order, you can add comments, PO notes, select a disclaimer, and taxes/discounts
6. You can either select Create Purchase Order now or Create and Email PO directly to your vendor.
