Create and send a purchase order

6 steps. Prefer to watch? Play the 2:17 video.

1. 1

   Go to Purchase Orders and create a new one.

   

2. 2

   Choose the supplier (their contact fills in) and the date you need the goods.

   

3. 3

   Add any payment terms, such as 30 days' credit. The due date is set for you.

   

4. 4

   Leave the location as Main Store and the currency as LKR.

   

5. 5

   Add the products with their variant, cost and quantity, then create the order.

   

6. 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.

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