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How To Create a new Purchase Order

This guide provides a step-by-step process for creating a new purchase order. It includes instructions on selecting a vendor, adding necessary information such as email and work order details, adding items to the order, and finally sending the purchase order. Following this guide will help users successfully create a purchase order.

1. Click "Operations"

2. Click "Purchase Orders"

3. Click "Sent"

Click "+Purchase order"

Please note: The +Purchase Order tab will only be in the "Sent" tab

4. Please note : All fields with a asterisk symbol (*) is mandatory

Select "Vendor"
Add "Email", "CC", "BCC"

Select if there is any "Work Order" You may leave it blank if there isnt any Work Order

Click Checkbox "Tax Exempt" if applicable

Add "Item Type", "Item Name", "Description", "Unit Price", "Quantity Ordered" "Tax % (if applicable)"

5. Click "Add Row" if you wish to add another row

Click "x" sign if you want to delete any row

Click "Send"

6. Add "Subject" and "Description"

Click "Send"

7. The "Purchase Order" will be successfully created