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TidyBuild

Bulk Imports

Learn how to import data in bulk to your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Inventory

Learn how to manage your inventory in your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyBuild Guides

How to create a purchase order

In this module, learn how to create a purchase order.

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Step 1.

Go to Sales and Purchases and click New Order. Or, within the Purchase Orders screen, click New purchase order.

Step 2.

Select the Supplier from the drop-down list or select Create Supplier.

Select the Currency you want to make the order in, and the Location you want to receive the goods.

If you have configured multiple delivery addresses for your organisation, you can select which one applies to this invoice.

Click > More Settings to add additional information, eg. Order Date, Private Note, Template and Link.

You can select the template from the drop-down list.

Order No: Your company's Order Number for this Purchase Order. If you do not put a number in, it will be automatically generated.

Delivery Expected: Optional.

Order Date: The day you order the goods.

Template: The Purchase Order template. To know more about templates.

Link: This is a new field to allow you to link to related documents.

Note/Private Note: You can add a Purchase Order Note, or a Private Note which will not be visible on the P.O.

Step 3.

When entering Material Items, start typing and the add items frim the list displayed.

Alternatively, you can select the search icon which brings up all your inventory items, and you can select your Material Item from the list.

The plus icon will also allow you to add a new Material item type. To open a new line on the P.O., click New line.

Step 4.

When you save the Purchase Order, you will see a summary of the Purchase Order you just created. You should be presented with this screen:

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