Create a Purchase Order

Overview

Purchase Orders are used to track the purchases of products and services from vendors. In the Purchase Order, you can specify which warehouse you want the products to be shipped to. You can also generate a Purchase Order document to send to the vendor for fulfillment.

Create a New Purchase Order

Open the App Launcher. Search for Purchase Orders.

Click New to create a Purchase Order. You may Clone a Purchase Order if you want to buy similar products from the same vendor.

1. Enter the Vendor's Information

   • Once the Buy-From Vendor is entered on the Purchase Order, the default billing and shipping information for the vendor will automatically be entered on the order.  This information can be changed for this order if needed.

2. Enter the Item(s) into the Purchase Lines

   • Read Populate Purchase Unit Cost to understand how Unit Cost is populated.

   • Enter additional Service Item (such as Freight, Expedited Fee, etc) costs. using 1 as Quantity, and Unit Cost as the total service cost.

3. Enter the Quantity of the Item for the Line Cost to update.

4. When complete, click on Save.

When searching for vendors, it is possible to search only accounts that have Is Vendor = true. To turn on this feature, go to Company Setup, then check Enable Customer/Vendor Filter field.

When searching for items, it is possible to search by Vendor Part Numbers that are defined in the Cross References table. To turn on this feature, go to Company Setup, then check Enable Cross Reference Search field.

Print the Purchase Order document by clicking on Print Purchase Order to send it to your vendor for fulfillment.

Example Purchase Order Document:

More Information

1. How to Edit PDFs such as Sales Orders, Sales Invoice, Purchase Order, and Packing List documents?

2. To email the Purchase Order, read Electronic Document Management for instructions.

3. To see more records in the typeahead lookup page, read Lookup Page Configurations

4. It is possible to create BOL from Purchase Order. Add the Create BOL button to the Purchase Order page layout. Read Process Bills of Lading for more details.