Create a Purchase Order

To create a purchase order, there are a few requirements. You must first have Added a New Supplier, Created a Raw Materials and then linked the Raw Material to a Supplier.

1. From the Purchases Centre and select New P.O.
   
   
   
2. Enter the Suppliers Name, or press the Supplier button and select it from the provided list.
   
   
   
3. Each Purchase Order requires the following fields to be added: Currency, Payment Terms and Date Required.
   
   
   
4. In the order grid, click into either the CODE or NAME field then click the F2 key on your keyboard to open up a list of raw materials associated to the selected supplier. 
   
   
   
5. This list allows you to choose a single Raw Material Order Format at a time, select the Material you would like to order and double-click, or press OK.
   
   
   
6. The Selected Item will appear in the order grid, enter a Quantity in Order by Units.
   
   
   
7. If you already know the Name of the Raw Material, or the Code / Supplier Code associated with the Item, you enter that in instead.
   
   
   
8. Once you have entered all materials you would like to order, press OK to save the Purchase Order.
   
9. The Purchase Order will now appear in the Shipping Centre awaiting to be Received into Inventory when it arrives at the facility!