Purchase Order Details
1. Select ‘New Order’ on the grid view of the Purchase Order Module.
2. Enter the name of the Purchase Order.
3. Select a Supplier from the drop-down – only users which have been selected to be suppliers will appear in the drop-down.
4. If the Supplier is not listed, select "Other" and fill in the Supplier name, email, and address fields
5. Select the due date.
6. Provide the name of the individual or department which will be receiving the bill for the Purchase Order.
7. From the drop-down, select the address of the individual or department which will be receiving the bill for the Purchase Order. If the recipient is not listed, select other and fill in the custom recipient field.
8. Provide the name of the individual or department which will be receiving the items contained in the Purchase Order.
9. From the drop-down, select the address of the individual or department which will be receiving the items contained in the Purchase Order. If the item recipient is not listed, select other and fill in the custom recipient field.
Line Items
10. If the item is a one-time purchase or is not currently in your organization’s inventory, check the “One off” box and enter the name of the item in the “Item” field. Otherwise, select the inventory item your organization or department will be ordering.
11. Enter the price of one unit.
12. Check the “Exempt” box if the item in question is tax-exempt.
13. To add more line items. Select the plus symbol. Repeat the steps above.
14. Enter the total shipping cost for the order.
15. Tax will automatically populate based on the tax rate specified in your organization’s settings.
16. The grand total is the sum of the shipping cost, the total tax, and the price of each line item multiplied by the designated quantity.