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How do I issue a purchase order?

  • Updated
  1. Click on the Orders tab at the top.
  2. Click the Add an Order button.
  3. Select which type of order you are placing.
  4. Choose the Part(s) you wish to order.
  5. Choose the Supplier you wish to order from.
  6. Select a desired target ship date for the order.
  7. Optional: Enter a desired delivery date for the order.
  8. Fill in the Quantity for each line item.
  9. Pricing will auto-fill if saved with the Part.
  10. Enter a purchase order number or leave it blank for automatically assigned purchase order number.
  11. Enter the Supplier address manually or from the saved addresses.
  12. Enter the Ship-to location manually or from the saved addresses
  13. Add the optional fields: Payment Terms, Shipping Method, Inco Terms, and Notes.
  14. Preview the purchase order.
  15. To save the order as a draft, click Save as Draft.
  16. To issue the order to your suppliers, click Issue PO.