Creating a purchase order

Click New PO on Logistics → Purchase Orders. Pick the supplier, add the line items (description, quantity, unit, unit price, VAT) and, if needed, the expected delivery date, project, delivery address and a note.

1. Click New PO.
2. Pick the Supplier from your customers. If they are not in the system yet, you can create them with the button next to the field.
3. Set the Currency, the Expected Delivery date (quick buttons set it 7, 14, 30 or 60 days ahead) and, if the order belongs to a project, the Project.
4. Enter the Delivery Address. If your company has several sites, you can fill it from the Fill from branch list.
5. Add lines with Add item. Choosing a Product fills in the description, unit, unit price and VAT.
6. Click Create Order.

The order is created as a Draft and gets its number automatically. You can still edit it, then send it on with Submit for Approval.

If a line is not linked to a product, you get a warning on save: receiving those lines will not change stock. You can create a product from the line, or save anyway with Save without products.