Before You Begin
Enable Purchase Orders
If Purchase Orders are not visible under the Supplies section in the sidebar:
Go to Settings > Features and check Purchase Orders to enable the feature.Set Up Tax Rates and Markups
Before creating your first PO, it’s recommended to define tax and pricing rules:
Go to Settings > Invoice and add your Tax Rates and Price Markups.
These will be available as selectable options when building a PO.
Steps to Create a Purchase Order
Start a New Purchase Order
In the sidebar, click Supplies and choose Purchase Orders.
Click New to open a blank form.
Enter the PO Name, Description, and select a Vendor.
Click Save. The new PO will appear in the list with Draft status.
Enter General Information
Click on the newly created PO and select View.
Under the General tab:
Click Edit in the General Info section.
Fill in:
Due Date
Responsible Person
Invoice Number
Cost Center
Notes
Billing and Shipping Addresses
In the Documents section, upload any relevant files (e.g., agreements, quotes).
Add Items and Costs
Switch to the Items tab and click Edit.
Add all necessary:
Parts
Labor
Services
Other expenses (don’t forget taxes and shipping)
Click Save once done.
Approve the Purchase Order
After reviewing all details, click Approve to finalize the PO.
The purchase order is now ready for next steps in your procurement process.
