You've realised that you need to send an order to your supplier. To create a Purchase Order, you should go to Purchasing > New Purchase Order.

On the next page, select the supplier you want to send the order to, the location and the department that should receive these items. After that, click on the green button "New Purchase Order".

Now you're on the Purchase Order detail page, where you will be able to enter the order details such as delivery date, the line item(s) and quantity(s) required.

You will notice that our system will suggest items to you according to what is written. If an item is not on the dropdown list, it means that it isn't on the supplier Product List. Click here if you want to learn more about Supplier Product List.

If the desired product isn't currently listed in the Supplier Product List, you will need to first add the product to your product catalogue by clicking on the green button "+" next to the product name.

Then, you can fill the item information in the pop-up menu "Add New Product".

Important things to bear in mind when populating this form are: 

  • It's important to ensure that the Supplier SKU code used here corresponds to what is used on the supplier’s side. If you do not have the Supplier SKU, you must ensure that you obtain the correct code from your supplier. 
  • The unit price must not be zero as your Purchase Order cannot be sent if there is a line item with a zero-value.

Once this form is complete, click "Complete and send" to send your order straight to the supplier.

Now, you should be able to see your order on Purchasing > Manage Purchase Orders. In this page, you check its most important information and status. 

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