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How to Create a Purchase Order

A Purchase Order is used when you want to order goods or services from a supplier/vendor.

1. Start a New Purchase Order

  1. Navigate to the Purchase Order Page from the homepage.

  2. Tap the + Create New PO button.

2. Item Details

  • Client: Select the supplier you are ordering from.

  • Items: List the products you need to buy, including agreed quantities and costs.

  • Discounts/Tax: Include any agreed terms.

Note: This document is sent from you to a supplier. There is no "Payment" collection on this document since you are the one paying later.

3. Review

  • Preview: Ensure the order details are perfect to avoid wrong shipments.

  • Signature: Sign it yourself to authorize the order officially.

  • Tap Save & Continue.

4. Send to Supplier

  • Email: Send the Purchase order directly to your supplier so they can accept and process your order.

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