How to create and send a purchase order

How to create and send a purchase order

Résumé

This article explains how to create and send purchase order to vendor. Purchase order ensure supply of inventories. Once the purchase order is at status "Issued", the inventory are at status "Ordered".

 Create a purchase order

  1. Go to Purchases -> Purchase orders.



  2. Click the Create purchase order button at the top right.



  3. Select vendor. Please note that this is a mandatory field and once the purchase order is saved, it it not possible to change vendor.



  4. Select delivery information.



  5. Enter purchase order's information : 

    1. Reference #.

    2. Buyer.

    3. Notes.

    4. Order date.

    5. Expected delivery.

    6. Shipment preference.

    7. Terms and conditions.



  6. Add item to order



  7. Click Save at the top right.


 Send purchase order

  1. To send purchase order by email : 

    1. Click on email icon 


    It is primordial to enable email feature. To learn how, click here.

  2. To download purchase order : 

    1. Click on PDF icon.



  3. To print purchase order : 

    1. Click on on printer icon.


 Change purchase order status

  1. To be able to receive inventory, purchase order needs to have the status "Issued" : 

    1. Click on "Mark as issued" button.







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