FMX Support
Center

 

support

Follow

Creating a Purchase Order

Creating a Purchase Order

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. Type in a quantity or use the arrows to lower and raise the quantity.

12. Enter the price of one unit.

13. Check the “Exempt” box if the item in question is tax-exempt.

14. To add more line items. Select the green button containing the plus symbol. Repeat the steps above.

15. Enter the total shipping cost for the order.

16. Tax will automatically populate based on the tax rate specified in your organization’s settings.

17. 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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Contact Us

If you can’t find the answer you are looking for, contact support@gofmx.com.


Questions about FMX? We’re here to help!

We are a dedicated team of individuals who are passionate about helping people have better lives.
We’ll make sure your team gets up and running quickly and smoothly with FMX.
Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

dedicated team of individuals