Step 1

Head to Order Queue under Sales & Purchases to see a list of all outstanding materials that need to be ordered.

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Step 2

You can see which items are related to which projects.

Select the checkbox next to the items you want to order, then click Create Purchase Order.

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Step 3

This brings you to the New Purchase Order screen.

Add or edit details such as the supplier, delivery address, dates, and location.

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Step 4

At the bottom, there's a list of items that we added from the Order Queue.

You can add or edit the items and quantities or add other items to the order by clicking New Line.

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Step 5

You can save this purchase order as a Draft, as Approved, or as Sent.

Depending on a user’s permissions, they might only be able to save orders as a draft. Another user with approver permissions would then come in and change the status to approved.

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Step 6

Once the order has been approved, it can be downloaded and emailed to the supplier.

Once the order is marked as sent, it can be received in.

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