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- In the Navigation panel, click on Purchasing, then click on Orders
Click on button New. (the purchase order screen displays)
- Enter the supplier from whom you are purchasing goods.
- Site is the location where you will be receiving the goods. There will be a different topic about creating a purchase order for multiple locations.
- Enter products. If you have entered a supplier, you can restrict the view to contain only products they supply.
- Date Due is the date of the purchase order plus the lead time on the supplier card. Lead time is probably in working days.
- Click on Save
- Notes can be added at this point. If you want a note to appear on the invoice, tick External. (the purchase order must be saved first before you can add a header/delivery note to it)
- Once you have finished, click Save.
- Then click Send to send the invoicepurchase order. There are different ways of doing this: Background (will send in the background), Prompt (will send immediately), or "just print" according to my notes.
- You can also print a purchase order by going to Show in Report.
- The next step is either receiving the goods or receiving the invoice.
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