Create Purchase Order

Create a new purchase order by going onto 'Purchases' and then 'Purchase Orders' and clicking 'Add Purchase'.

A shorter way is to go through quick actions and then click on 'Add Purchase'.

Add Supplier

There are three ways to add the supplier. 

1. The first way is to type in the customer code if you know it, and hit enter. 

2. The second way is to use the search icon to find the supplier code.

3. The third way is to start typing in the suppliers name and selecting the one that you want when it comes up. 

Select Warehouse

Select the warehouse that you are ordering for.

Select Delivery Date

Select the delivery date that the order will arrive on. 

Please be aware that this date is for reference only. It doesn’t schedule the delivery. It simply helps indicate when the order is expected or has arrived, which can assist with PO tracking.

Select Products

Start typing in the product that you want to purchase and select it when it appears. 

Add Quantity and Price

Add the quantity that you want for that product. If you know the correct purchase price, enter that into the Price box.

Add Comments

Add any relevant comments that you might need when the products arrive such as who they are for.

Other things that you could include are: 

• Company Name

• Sales Order Number

• Booking Date

Add Product

Add the product by clicking on the green 'Add' button. 

Place the Order

Place the order by clicking on the green 'Place' button.

Send Purchase Order to Supplier

Email the purchase order to the supplier by clicking on the 'Email' tab. 

Double check that the email is going to the right person. 

Hit the the green 'Send' button to send the email.

Receiving in Stock

For receiving in stock and receipting orders see How To - Receive in Stock

Thank you for viewing these instructions on how to create a purchase order in Unleashed. You should now have a greater understanding on this topic.