Purchase Orders

From the Dashboard, click on Purchase Orders from the left navigation. If you want to create a new Purchase Order, just click on Create New.

This will show your list of Purchase Orders or if this is the first one, there will be no listings. Click on create to continue.

1. First you need to complete the PO Number on the right. This has a 0 entered as a default but needs to be changed to your starting number. Each time you create a new number, it will automatically populate with the next number in sequence, however, you are able to overwrite this.

2. The currency defaults to USD. This needs changing to the currency you want to pay the Supplier in which will usually be USD.

3. Select how you want the Product to be shipped, either in Cartons or Units.

Next, choose the Company and Supplier you are using from the dropdown boxes.

Then enter the Product Start Date - click anywhere on the box and the calendar will appear. Enter the Production Time. This is a free format field so you can type in e.g. 4 weeks or 1 month etc.

Then enter the Payment Term. This is a drop down list and there are a few selections depending on whether you are paying a deposit or not. If you are paying a deposit, select the ‘split’ that applies to you and the deposit % box will automatically populate depending on your selection.

Then choose the payment type from the drop down list.

Select the shipping type - sea or air - and then the Incoterms - FOB or EXW.

Then select the Product from the drop down list. The options available will only be the Products related to the Supplier that you chose. The description and unit cost price will automatically be populated.

Add in the quantity of cartons and the number of units per carton. The units ordered will automatically populate along with the net value.

If you are ordering more than one item, just click on +Line Item and follow the same process. If you need to delete the line, just click on the red cross on the right side.

If you choose Units instead of Cartons, the field that you fill in is slightly different but the net figure will automatically populate.

Add in any additional costs into the Sundry Line and this will be added into the Total. If there is nothing to add in the Sundry Line, just use the red cross to delete the line.

Any additional information not already covered off can be added into the free format Additional Information field.

Remember to Save your Purchase Order.

When you click on Save, you will be taken back to the Purchase Order Activity page.