Step 1

Head to the Sales & Purchases tab and click on New Order.

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Step 2

First, select the supplier that you’re ordering from.

The options in this dropdown list are what you set up in Suppliers under Global Settings earlier

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Step 3

Then choose which location you want the stock to be received into.

You can also add an expected delivery date.

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Step 4

To add a material item to this order, begin typing in the code or name of the item.

Alternatively, you can click the search icon to view all items.

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Step 5

Here, you can see all of your items.

Narrow down your search by filtering by material category or start typing the item code or name.

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Step 6

Once you’ve selected the desired material item, enter the quantity needed.

You can add more line items to this order by clicking New Line.

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Step 7

Once you’ve finished adding items, save the order. Let’s save it as a draft for now. As a draft, the order can still be modified or deleted.

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Step 8

Now, in Purchase Orders, you can see the draft order we’ve just created.

Click on the binoculars icon to view the purchase order.

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Step 9

You can view and edit the purchase order's status over here.

Click on the draft button.

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Step 10

Now change the status by simply clicking on the desired status.

Once you set a purchase order as Approved, it can no longer be edited. It can then be downloaded and emailed.

Once you set a purchase order as Sent, it can then be received.

If you set a purchase order as Rejected, it gets cancelled.