Step Action
1. Select Inventory and then select PO tab.
2. On the PO tab, select {New} under PO. A New PO page will open.
Note: A PO may also be created by selecting {New} under POs section on the dashboard.
3. Complete the Details fields.
Field | Description |
PO Number | The PO Number will be systemically generated. Definition: A Purchase Order number is a document generated by the buyer in order to authorize a purchase transaction. A PO Number uniquely identifies that document. Note: PO Numbers are generated automatically in ascending order follow the convention PO# (e.g: PO1, PO2, etc). It is also possible for the field to be over-written with your own PO Number. This field can also contain special characters (such as #) in addition to letters and numbers. |
Supplier | Select a Supplier from the drop-down menu. |
Status | Default Status is pending. Definition: The status represents the state of the purchase order in relation to the supplier (e.g: whether it has been sent off, fully received, etc). |
Notes | Enter any additional notes for the the purchase order, if applicable. |
4. Select {Save}. The page will now show the number of the new PO.
Note: The option to add additional purchase order information will be
available once the Details information has been saved and the new PO
Number page generated. (See PO-Stocks and PO-Supplies)