Step 1
Go to Vendors Tab, Vendors Menu, and select New Purchase Order.
Step 2
On the New Purchase Order window, select the Vendor. The system will automatically fill some of the fields. Then select the product you want to order from the dropdown menu (note that only products assigned to that Vendor will show), then enter the quantity desired.
Step 3
When clicking Add, the product will start populating a list at the bottom of the page. There you can see the product selected, along with its quantity and price. When all products needed are added, click Save.
Step 4
A confirmation of Purchase Order creation will be shown, along with its corresponding identification number.
Step 5
To view created Purchase Orders go to Vendors Menu and select Purchase Orders
Step 6
All Purchase Orders will be shown and may be selected directly from the list or using the Search section to the left. The first Purchase Order shown is the last one created.
Step 7
The Purchase Order needs to be sent to the Vendor, it can be done by either emailing or printing the Purchase Order. Open the desired Purchase Order, in this case we will use the one marked on the previous image. Click on Preview.
Step 8
On a pop-up window you will see the actual Purchase Order. Select Save or Print depending on how you wish to send the Purchase Order to the Vendor.
