Create a purchase order

Create a purchase order to record what you are buying from a supplier.

Start a new order

1. Open Purchase Orders and click New Purchase Order.
2. Under Order Details, choose the Supplier (required) and the Receiving Location (required).
3. Set the Order Date (required). Optionally set an Expected Delivery date, which must be on or after the order date.

Add line items

1. In the Line Items section, click Add Product.
2. In the Select Product window, search by name or SKU and pick a product. When a supplier is chosen on the order, the list shows only products linked to that supplier.
3. Enter the Quantity (required) and Unit Cost (required). If the product has a price set for the chosen supplier, the unit cost fills in automatically — you can still change it. The Amount is calculated for you.
4. Optionally add a Description for the line.
5. Repeat to add more products. At least one line item is required.

Totals and notes

• In Order Summary, you can set a Discount, Tax Rate (%), and Shipping.
• In Notes, add Notes for Supplier (shown on the PO) and Internal Notes (not shown on the PO).

Save the order

1. Click Save as Draft to keep working on it later, or
2. Click Submit for Approval to send it for approval right away.

Tip: Only products that have inventory tracking turned on can be added to a purchase order. To set supplier-specific prices so they fill in here automatically, see Link suppliers to a product with per-supplier pricing.

Next: Submit and approve a purchase order.