Create and send a purchase order

Steps

1. Go to Purchase Orders and create a new one.
2. Choose the supplier (their contact fills in) and the date you need the goods.
3. Add any payment terms, such as 30 days' credit. The due date is set for you.
4. Leave the location as Main Store and the currency as LKR.
5. Add the products with their variant, cost and quantity, then create the order.
6. Approve or reject it, then email it to the vendor: their address, a subject and a note.

Tip Why use it: the order goes straight to the vendor, so you don't have to type out what you need on WhatsApp.

Transcript

Tap a line to play from there.

1. 0:03Some businesses like to use purchase orders.
2. 0:06Instead of adding stock directly in Stock Intakes, you first send your supplier a purchase order listing the items you need.
3. 0:19Select the supplier. Their contact fills in if you've saved one.
4. 0:25Choose when you need the goods, for example the 31st.
5. 0:31If you've agreed payment terms with the vendor, like thirty days' credit, enter them here, and the due date fills in.
6. 0:43Set the location to Main Store for now, and the currency to LKR.
7. 0:50Add your products before you create the order.
8. 0:54For example, ten citronella air fresheners at five hundred rupees each.
9. 1:07You can change the currency, but then every cost needs to be in that currency too.
10. 1:15Let's see what happens next, in the demo account.
11. 1:21Once you save the purchase order, it appears in the system like this.
12. 1:32If someone else creates the order and you approve it, you can approve or reject it here.
13. 1:44Once it's approved, you can email it to the vendor directly. Add their email address, a subject and a note, then submit.
14. 1:56The purchase order goes straight to them.
15. 2:01Paying vendors isn't built into the system yet, but it's on the way. A Payments option will appear here, so you can track everything you've paid each vendor.