Step 1.

Go to New order under the Sales and purchases tab, or within the Purchase orders screen click New purchase order.

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Step 2.

Select the Supplier from the drop down list, or select create supplier.

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Step 3.

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

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Step 4.

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

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Step 5.

Click More settings to add additional information, e.g. Order date, Private note, Template and link. You can select the template from the drop down list.

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Step 6.

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.

Link: This allows you to link 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.

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Step 7.

When entering Material Items, start typing the first letters of an item, and a set of choices is 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 the New Line icon.

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Step 8.

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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