There are a couple of ways to add a PO to DocketManager:

  • Dashboard > + icon on Tasks section
  • 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.


  Step     Action

     1.      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.


  2.      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)