11 steps to complete.
The Purchase Orders page allows you to replenish stock from your vendors and warehouses.
In Corporate Office, navigate to: Inventory > Purchase Orders.
On the Purchase Orders page, click the + New PO button.
You navigate to the Purchase Order page.
On the Purchase Order page, click the Vendor dropdown and select the appropriate vendor.
Click the Warehouse dropdown and select the appropriate warehouse.
In the Shipping Method field, type the name of the shipping method to be used.
Shipping methods are setup within the warehouse’s configuration. For more detail, see: Inventory Tutorial > Warehouses.
In the Notes field, you can enter any additional information that may be helpful.
Click the Add Item button.
The Add Item pop-up window opens.
In the Add item pop-up window, click the Item dropdown to select an inventory item.
Items are configured in the Inventory Items page. For more detail, see: Inventory Item.
In the Qty field, type the quantity you’d like to purchase.
In the Price Each field, type the price of the item.
The price entered will be multiplied by the amount entered in the Qty field.
Click the Save changes button to add the item.
The item will appear below the form in a list.
Repeat steps 6-10 to add additional items to the purchase order.
Back in the Purchase Order page, click the Save Changes button when you are ready to create your purchase order.
You are navigated back to the Inventory > Purchase Orders page.
Here, you will find your new purchase order sorted in the list. In this list you can:
- Print the purchase purchase order.
- Edit the purchase order.
- Mark the purchase order as shipped.
You now know how to create a new purchase order in Corporate Office.