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.



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.

Select a Supplier from the drop-down menu.

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). 
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)