Add Purchase Order

To create Purchase Order, go to Purchase Order listing page and click Add or use hot keys”ALT+o” (for Google Chrome) and “Shift+Alt+o” (for Mozilla Firefox).

Add Purchase Order

If you are already in Accounting and Finance section you can go to + Add New on top left-corner and dropdown menu will appear, here you can click on the Purchase Order.

Add Purchase Order

The form will appear with the following fields:

Add Purchase Order

Supplier– Choose a company or an organization or a person you are sending an order from the list of suppliers. You can also lookup the suppliers from the search box. If there are no suppliers registered in your company you can add new Supplier from Add new link just in the Supplier dropdown.

Project  Select the project which you want to relate this Purchase Order to.

Date  Indicate the date order is created.

Ship Date  Indicate the expected Ship Date which this order will be shipped.

Order #  Edit or use default order number selected. In order to change the numbering format of the purchase order, please go to Settings, Invoice Settings, Purchase Order Numbering and choose appropriate format there.

Payment type – select a payment method from the dropdown box.

Item – Title of the product or services, required field. You can select from existing products/services or type here not-listed items.

Description – Description of the product or services which can be editable.

Qty – Enter the quantity of the product or services.

U/M – You can specify the unit of measurement.

Price – Cost price of the product or services.

Discount – Enter the discount percentage.

Asset Acc. – Enter an expense or asset type General Ledger (GL) account for bookkeeping purposes.

Net Amount – Net amount displays the amount after applying the discount.

Tax Rate – Choose the tax rate from the tax rate dropdown menu. Tax rates are applied in percentage.

Total Amount – The total amount of each line is displayed here.

Terms and Conditions – Write  terms and conditions in the box below. This will be printed in PDF version of the Purchase Order.

See also