How to create a purchase order

Before you start

Before creating a purchase order, make sure you have:

• A supplier created in the system

• The required items (parts) defined in Inventory

• An understanding of quantities needed

This ensures your order is complete and accurate.

Create a purchase order

Follow these steps to create a purchase order:

1. Go to Purchasing → Purchase Orders
2. Click “New Purchase Order”
3. Select the supplier
4. Add the items to be ordered
5. Enter quantities and prices (if applicable)
6. Review the order details
7. Click Save

Adding items to the order

When adding items, make sure to:

• Select the correct item (part number)

• Enter the correct quantity

• Confirm any pricing or cost information

You can add multiple items to the same purchase order.

What happens after creating the order

Once the purchase order is created:

• It can be sent to the supplier

• It is tracked in the system

• Items will appear as on order in Inventory

• You can receive items when they arrive

Receiving items from a purchase order

When parts arrive:

• Go to Receiving Inspections

• Link the items to the purchase order

• Complete the receiving process

This ensures stock is updated correctly and traceability is maintained.