Skip to main content

Manage Purchase Orders

This guide explains how to create and manage Purchase Orders (POs) for your suppliers.

Creating a Purchase Order​

Navigate to Accounts Payable > Transactions > Purchase Orders > Create Purchase Order.

Order Details​

  1. Supplier: Select the supplier you are ordering from.
  2. Date: The date of the order.
  3. Delivery Date: Expected delivery date.
  4. Reference: Optional internal reference.

Line Items​

Add items to the order:

  1. Item: Select the inventory item.
  2. Quantity: Number of units to order.
  3. Unit Cost: Buying price (defaults to the set buying price but can be edited).
  4. Total: Calculated automatically.

Submitting​

  • Click Create Purchase Order.
  • You can now email this PO to your supplier.
  • When the invoice arrives, you can convert/link this PO to a Supplier Invoice to save data entry time.