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Create and publish purchase orders

Send suppliers a formal order for the stock you're buying. A purchase order starts as a draft, and publishing it makes it live and posts its accounting entries.

Create a purchase order

  1. Go to Spend → Purchase Orders and click Create Purchase Orders → Create manually.

  2. Fill in Title, Currency, Date, Vendor and Due date.

  3. Add Line items for what you're ordering. Purchase order lines post to your inventory accounts (e.g. Inventory, Raw materials).

  4. Add delivery details under Add shipping information, and any instructions in Note on document (e.g. Deliver to 3rd floor).

  5. Click Create. The order is saved as a Draft.

    Create purchase order

Send and publish

Open the order and click Actions:

  • Send emails it to the vendor, and Download gives you a PDF.

  • Publish makes it live and posts the related accounting entries. You'll be asked to confirm.

Purchase order actions

Other actions: Duplicate, Edit, Manage items and Delete.

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