Creating purchase orders

Purchase orders are typically created automatically from requests for quotes or requests for proposals. Alternatively, you can manually create a purchase order record so that you can order directly from the selected vendor.

1. Select Procurement > Requisitions & Purchase Orders > Purchase Orders.
2. Click Add.
3. On the General tab, enter the name and vendor.
4. On the Shipping tab, add the details for shipping the products.
5. On the Line Items tab, in the PO Line Items section, add products to the purchase order.
   You can select from inventory items, from existing products and services, or from the purchase requisition.
6. Optional: On the Notifications tab, add reviewers who must approve the record before it is issued.
7. Click Create Draft.
8. Click Issue.