Logging a Purchase Order establishes the foundational agreement for your supply chain transactions. By creating this record, you define who is buying, who is selling, and where the goods need to go, making it easy to attach subsequent deliveries and invoices.
Initiate New Entry: From your main Purchase orders list, click the black + Add new button located in the top right corner of the screen. An Add purchase order side panel will slide out.
Enter Basic Details: Fill out the core identifiers and timelines for the agreement:
Number / ID: Type the official reference number for this order.
Order date & Delivery date: Click the calendar icons to log when the order was placed and when it is expected to be fulfilled. (These are optional but recommended).
Define Trading Partners: Next, link the commercial entities involved in the transaction:
Supplier organisation: Click the dropdown to select the vendor providing the goods .
Buyer organisation: Click the dropdown to select the purchasing entity.
Pro-Tip: If the supplier/buyer isn't in your system yet, you can click the small + (plus) icon above the dropdown to open the Add organisation wizard and create their profile without losing your place!.
Set the Delivery Location:
Deliver to location: Click the dropdown to select the specific physical facility where the purchased items will be shipped.
Save the Record: Add any internal Note at the bottom if needed, then click the black Save button in the top right corner. A green Purchase order created confirmation message will appear in the bottom left, and the newly minted details panel will load for your review.
