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How do I create a Purchase Order?

Purchase Orders can be used to keep your inventory level updated when you order stock from your supplier. 

Create a purchase order manually or based on your Inventory Settings (How do I adjust/view the inventory settings for a Product?), send it off to your Supplier, and upon receipt of your order (How do I receive a Purchase Order?), update your stock level accordingly.

To create a Purchase Order, choose Manage > Products > Purchase Orders

Please note: in order to create a Purchase Order, you need to have adjusted the inventory settings for each Product

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To create a new Purchase Order, click +New Purchase Orderhow-do-i-create-a-purchase-order

Select a Supplier from the drop down menu

Select and Employee from the drop down menu

Select either

  • Auto Order, or
  • New

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EITHER

AUTO ORDER

Click Auto Order

A Purchase Order will automatically be generated based on your inventory settings

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OR

NEW

Click New

A blank Purchase Order will be generated

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To add a Product to your Purchase Order click +Add Producthow-do-i-create-a-purchase-order

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Enter the Quantity of each Product to be added to the Purchase order

or

Select Auto which will pre-fill the quantity of the Product based on your inventory settings

Click +Addhow-do-i-create-a-purchase-order

THEN

You can edit the detailof the Purchase Order by clicking Edit Details
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how-do-i-create-a-purchase-order

Click Save

To edit the Product details within the purchase order, click the editicon against the required Product how-do-i-create-a-purchase-order

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To delete a Product from the Purchase Order click the deleteicon how-do-i-create-a-purchase-order

Once your Purchase Order is complete, click Savehow-do-i-create-a-purchase-order

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Click Save and Complete Order. This Purchase Order is now ready to send to your Supplier

To print your Purchase Order, see How do I print a Purchase Order?

Once you have received your order from your supplier, you can receive your Purchase Order


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