Creating a Purchase Order

Key features

• Create a purchase order via the Reorder Points view or manually
• Generate a PDF version of the order
• Created orders are added to incoming stock

Quick guide

1. Go to Incoming Stock PO > Suppliers.
2. Create a purchase order via the Reorder Points PO tab or the New button.
3. Add products and quantities, then save.
4. Open the purchase order and click Create to generate a PDF.

You can create a purchase order in two ways: through the Reorder Points view or manually via the New button under Purchase Orders.

Create via the reorder points view

1. Go to Incoming Stock PO > Suppliers.
2. Select the supplier you want to order from.
3. Click the Reorder Points PO tab.
4. In the Purchase column, enter the quantity to order for each product.
5. Click Save and Create Purchase Order.

The purchase order is now saved under Purchase orders. Open it and click Create to generate a PDF version for printing or further processing.

Create manually

1. Go to Incoming Stock PO > Suppliers.
2. Click New to create a new purchase order.
3. Choose the supplier and fill in the relevant information.
4. In the Add Products box, search by product ID or name, then click the green Add icon.
5. Enter the quantity in the Amount column for each product.
6. Click Save.

The purchase order is now saved under Purchase orders. Open it and click Create to generate a PDF version for printing or further processing.

After order creation

On creation, the purchase order is also added under incoming stock. If a desired date is chosen, it is added in the incoming column in the product's item list on the product view.