How to Create Purchase Order?
Step 1: To create a purchase order, go to ‘Orders’ menu and select, ‘Purchase Order’ submenu.
Step 2: Click the ‘Place Purchase Order’ button at the top right corner of the webpage that appears.
Step 3: In the first section of the purchase order form, provide the Purchase Order ID. Then, select the supplier to whom the order is going to be placed.
Step 4: The ‘Email’ and ‘Phone Number’ field will get automatically updated after selecting the supplier.
Select the warehouse to which the bill should be sent in the ‘Bill To’ section and select the warehouse where the goods should be sent in the ‘Ship To’ section.
Step 5: Select the date of order in the ‘Order Date’ field.
Step 6: Select whether the order will be inclusive or exclusive of tax in the ‘Tax Type’ field.
Step 7: Select the price list’ for the purchase order being created in the ‘Pricelist’ section.
Note: Each price list will have a different rate for the products.
Step 8: Select the supplier address in the ‘Supplier Address’ field.
Step 9: In the ‘Order Items’ section, enter the product name or the SKU of the product which your are going to order for.
Specify the quantity of products in the ‘QTY’ column. Once the product and quantity is updated, the price and tax will be automatically updated.
Step 10: You can change the tax for each product exclusively by clicking the ‘Tax’ field.
Step 11: Click ‘+ Add Another Item’ icon to add more products to the purchase order.
Step 12: In the ‘Message to Supplier’ section, you can add a custom message or any instruction to the supplier.
Step 13: Now click the ‘Place Purchase Order’ button.
A new ‘Purchase Order’ will now be created successfully.