Create Purchase Orders

This article explains how to create purchase orders.

To learn more about purchase orders in general, go to: Purchase Orders

Important: Products must have suppliers attached to them before you can create POs. To learn more, go to: Setting Up Products for Purchase Orders

How to create Purchase Orders

  • On the Purchase Orders screen, select New Purchase Order.

  • Select the Supplier you would like to place the order to. Select Create.

  • To add products one at a time, select Add Single Product.

  • To add multiple products, select Add Multiple Products.

Note: You can narrow your product list by using the filters.

Category & Brand - select the category and brand you would like to order from this supplier. You can also select All Categories and All Brands.

All Products - select this option to add all products for the selected category & brand from this supplier.

Use desired quantity - select this option if you would like to add all products that are below their specified desired quantity on hand. To learn more, go to: Setting Up Products for Purchase Orders

For the example below, we chose All Categories & Brands and "Use desired quantity".

  • If you need to remove products, use the trash icon. You can also update the quantity field as needed.

Quantity - Total quantity that will be reordered for this specific product. If you use the Desired Quantity option when creating this PO, this will be calculated as Desired Quantity minus Stock level. You can also add/subtract quantity, as needed.

Note: If you have an open order with the same supplier, this will be calculated as Desired Quantity minus On Order Quantity minus Stock level.

Received - Once you receive your order, this is where you will enter the quantity received. To learn more, go to: Receive Purchase Orders.

Stock - Current stock level.

Desired - This is the desired quantity based on your product settings. To learn more, go to: Setting Up Products for Purchase Orders

On Order - Quantity that is currently on another open purchase order from this supplier.

Total - Calculated as Quantity multiplied by Product cost.

  • After confirming that all products & quantiries aee correct, select Save.

  • Use the Download button to save a PDF copy to send to your supplier.

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