Create a new Purchase Order

Purchase Workflow

Purchase orders can be created on the Purchasing Section or from within the Company Details page whilst on the purchasing tab for a given company. The workflow for making a purchase order is as follows:

• Create a blank purchase order.
• Edit the purchase details.
• Either:
  • Add a new Line to the purchase order and manually enter the description and price.
    or
  • Add an item to the purchase order, by selecting and existing item in the system
• You can then print a purchase order or email the purchase order to the supplier.

Creating a Purchase Order

From the Purchasing page, click the Add New Purchase button to create a new purchase, as seen below:

The Create Purchase form will now open, as can be seen in the below image.

(1):  Select an existing supplier from the Supplier dropdown list. Optionally you can add a new Supplier with the [+] button.

(2): Select a Contact or add a new contact for the selected company with the [+] button. 

(3): Press the Create Purchase Order button, and the purchase will be created and open for further editing.

Edit the Purchasing Details

Once the blank purchase order has opened, you can further edit the details by clicking into the field with the blue writing or clicking the Pencil button adjacent to blocks of text.

Adding Lines to a Purchase Order

Purchase lines are added to the purchase grid in two ways:

• Using the Add New Line button.
  or 
• Using the Add Line from Item button.

Add New Line

(1): The Add New Line button adds a new line to the purchase grid and opens the new line for editing.

(2): Enter some information about the item in the Description text box.

(3): Select the jobid from the dropdown if it has to linked to an existing job (OPTIONAL)

(4): Enter a number for the Quantity of items to be purchased.  

(5): Enter the Unit Cost. and the Tax Type (Tax type can be a default setting)

(6): After editing, press the green Accept button to save the row.

Please Note: When entering a purchase line this way, it is not linked to any existing item in the system.

Adding an Existing item

Pressing the Add Line from Item button will open the selection of exiting items available in the system:

(1): Click on item that you would like to create a purchase order for and add it to the grid (You can add multiple items one after the other)

(2): You also have the option to search for an item using the search bar and it filters out the relevant searches.

When done, click on close to close the popup and return to your purchase order.

Print Purchase Order

Click on the print purchase order button to print the purchase order.

Email Purchase Order

Click on the email purchase order button to email the purchase order.