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How to Create Purchase Order?

Before creating purchase orders, you should ‘Create supplier records’, ‘Tax Type’, ‘Price List’ and ‘Warehouse

Step 1: To create a purchase order, go to ‘Orders’ menu and select, ‘Purchase Order’ submenu.

purchase-order

Step 2: Click the ‘Place Purchase Order’ button at the top right corner of the webpage that appears.

place-order

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.

select-supplier

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.

select-warehouse

Step 5: Select the date of order in the ‘Order Date’ field.

order-date

Step 6: Select whether the order will be inclusive or exclusive of tax in the ‘Tax Type’ field.

tax-type

Step 7: Select the price list’ for the purchase order being created in the ‘Pricelist’ section.

price-list

Note: Each price list will have a different rate for the products.

Step 8: Select the supplier address in the ‘Supplier Address’ field.

supplier-address

Step 9: In the ‘Order Items’ section, enter the product name or the SKU of the product which your are going to order for.

purchaseorder

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.

tax

Step 11: Click ‘+ Add Another Item’ icon to add more products to the purchase order.

add-another-item

Step 12: In the ‘Message to Supplier’ section, you can add a custom message or any instruction to the supplier.

message-to-supplier

Step 13: Now click the ‘Place Purchase Order’ button.

place-purchase-order

A new ‘Purchase Order’ will now be created successfully.

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