Creating a purchase order

A purchase order (PO) tells your supplier exactly what you want to buy.

Steps

1. Go to Inventory > Purchase Orders > Create PO.
2. Choose the supplier and the store the goods will be delivered to.
3. Add each product with its quantity and expected price.
4. Save, then Print or Download the PO from Active PO and send it to the supplier.

When the goods arrive

1. Go to Inventory > Purchase Orders > Active PO.
2. Open the PO's actions menu and choose Generate GRN. The GRN opens with the PO items filled in.
3. Adjust quantities to what actually arrived and complete the GRN.

Tips

• Use Close PO when the supplier won't deliver the rest, and Cancel if the order is dropped.
• Low Stock is a good starting point for deciding what to order.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.