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Create a purchase order

Create a purchase order

Build an order for a supplier, line by line, and save it as a draft.

For: Manager1 min

A purchase order is your list of what to buy from a supplier. Write it in the app so you can check the delivery against it later.

Before you start

  • You are signed in as a manager or admin.
  • The supplier already exists in Suppliers.

Steps

  1. On the home screen, tap Purchase Orders.
  2. Tap New Purchase Order.
  3. Choose the Supplier.
  4. Tap Add line item. Fill in Product, Quantity, and Cost price.
  5. Add a line for each other product you want to order.
  6. Tap Save Draft.
  7. Type the supplier's name in Search purchase orders. Your new order is in the list with the status Draft.
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