Create a Purchase Order (Web)

Step-By-Step-Guide

Step 1: Navigate to Suppliers

• From the left-hand menu, go to Inventory and click on "Suppliers"

Step 2: Create a Purchase Order

• Locate the supplier you want to order from in the supplier list.

• Click the + Create PO button next to the supplier's name..

Step 3: Enter Item Details

• Select Item: Choose the item you want to order (e.g., Black Pepper).

• Enter Quantity: Specify the quantity (e.g., 5g).

• Add Notes: Optionally add any notes for the supplier (e.g., "Better Quality").

• Add More Items: Click + Add Row if you need to add multiple items to the same purchase order.

Once all details are entered, click Send Purchase Order.

Step 4: Review and Send

• Confirm the supplier and item details.

• Choose how you want to send the purchase order:

  • SMS

  • Email

• Click Create Purchase Order to finalize and send.

Step 5: Click Done to return to the supplier list.