Create a Purchase Order

Create a Purchase Order Basic Steps

Pro

Follow the steps below to create a new purchase order (PO). You can also make a new PO by copying an existing one.

Note: The availability of purchase orders is controlled by your Features to Use preference settings.

To create a new PO:

A blank PO form is displayed.

Accept the suggested PO# (sequential order) or enter a unique alphanumeric number of your own.
Select a vendor from the Vendor drop-down list.

Type the first few characters of the vendor company name to quickly jump to the vendor in the list. Select Add New if you need to add the vendor record while making the PO.
Press <F4> from the vendor field to go to your full vendor list to find the vendor.
The payment terms from the vendors record are suggested on the PO.

If applicable, specify the store to which the items will be shipped in the Ship To Address field and the store to which the vendor bill should go in the Bill To Address field.
Accept or edit the Order, Ship, and Cancel dates as necessary.
List the items you want to order, entering an order quantity and cost for each item added.

The purchase order cost is suggested as the Order Cost of the item in inventory, but can be edited as necessary.

Enter information in other PO fields, including any applicable discount and/or fee that will apply to the order.
Select Save.

Pro Notes:

If using multiple units of measure, your default order-by unit and associated order cost is suggested. Use the Units of Measure field to order by a unit other than your default order-by unit.
You can also generate a PO from a customer order.
With multiple stores, remote stores can generate POs only for special order items.
If you order the same item from multiple vendors you can list any of the item's vendors on the PO.