How to create a Purchase Order (PO) one Item at a time

Overview

Use this guide to manually create a Purchase Order for an item you need to buy from a supplier. You’ll select the vendor, confirm the delivery location, and enter the quantity and cost.

Steps

1. Open Purchasing > Purchase Orders, then click New.

   Tip: You can also press Ctrl + F9 or select Quick Start > + > Purchase Order.

2. Click New at the bottom left.
3. Select the Vendor, then press Enter.
4. Review Bill To and Ship To. For delivery directly to a customer, select Drop Ship To Cust and choose the customer in the Ship To section.
5. Review the PO header information as applicable.
6. In Add/Edit Line Item, select the Item Number. Enter Qty Ord and review the Vendor Item Number, Description, and Cost.
7. Click Commit Line Item, then Save.
8. Review the saved PO before sending it to the supplier by selecting Send Email.

To order additional items from the same vendor, repeat the line-entry steps.