Create a Purchase Order

What it does

Purchase orders (POs) formalize the purchase of products from suppliers. They include line items with quantities, pricing, and delivery details. POs can be generated as PDFs and emailed to suppliers.

How to create a purchase order

1. Go to Procurement and click the Purchase Orders tab.
2. Click New Purchase Order.
3. Fill in:
   • Select the supplier/vendor.
   • Add line items from your product catalog.
   • Set quantities and unit prices.
   • Add any notes or special instructions.
4. Click Save to create the PO.

After creating

• Generate PDF — create a formatted purchase order document.
• Email PO — send the purchase order to the supplier.
• Track delivery status in the Procurement Log.