Create a Purchase Order
Prepare a supplier order with products, quantities, costs and expected totals.
Before you start
Purchase orders have full workflow access on every plan and do not record supplier payment by themselves.
Open Purchase Orders
Dashboard → Purchases → Purchase orders
Start from Dashboard, open Purchases, and select Purchase orders. On mobile, open the workspace menu first when the named menu is not visible.
Select New Purchase Order
Select New Purchase Order. Review the information shown before continuing to the next step.
Choose or create the supplier
Choose or create the supplier. Review the information shown before continuing to the next step.
Add products or services
Add products or services. Review the information shown before continuing to the next step.
Enter quantities, costs, taxes and discounts
Enter quantities, costs, taxes and discounts. Review the information shown before continuing to the next step.
Review expected totals and delivery details
Review expected totals and delivery details. Review the information shown before continuing to the next step.
Save the order
Save the order. Review the information shown before continuing to the next step.
Update its status as purchasing progresses
Update its status as purchasing progresses. Review the information shown before continuing to the next step.
Create a purchase bill when the supplier obligation is established
Create a purchase bill when the supplier obligation is established. Review the information shown before continuing to the next step.