How to Create a Purchase Order

Modified on Tue, 30 Sep at 10:03 AM

1. Open "Purchase Orders" from General page.

Screenshot of: Open "Purchase Orders" from General page.

2. Click "+Purchase Orders" to create a new PO.

Screenshot of: Click "+Purchase Orders" to create a new PO.

3. Select Branch and Department from dropdowns.

Screenshot of: Select Branch and Department from dropdowns.

4. Click "Houston"

Screenshot of: Click "Houston"

5. Click "Next PO #" to generate new Purchase Order #.

Screenshot of: Click "Next PO #" to generate new Purchase Order #.

6. Click "Save" to create new PO.

Screenshot of: Click "Save" to create new PO.

Note:

You can also attach documents and include them with your purchase order as needed.

Images can be dropped onto a PO on the Documents tab and can be included with the PO if the checkbox is checked.