Follow the steps below to record the purchase order.

1. Go to Purchases.

There will be a subcategory under Purchases and click Purchase Orders.

2. Click +New to create a purchase order.

3. Select Supplier, choose to create a new supplier or existing supplier.

4. Key in Billing Party information. *(Optional)
​ Note: The billing party information will be auto-filled if you have set the default

billing address in the Contacts module.

5. Add in a Title. *(Optional)

6. Tick Show Shipping Info to include shipping information.

Note: The shipping party information will be auto-filled if you have set the default

shipping address in the Contacts module.

7. Key in own Purchase Order No. or the system will autogenerate it.

Note: Turn on Custom Numbering in the Company Settings > Number Formats to

override the auto-numbering.

8. Key in a References No. if any. *(Optional)

9. Select a Transaction Date.

Note: The default date is the Current Day.

10. Select Currency.

Note: The default currency is Malaysian Ringgit (MYR).

11. Add Tags for your transaction if any. *(Optional)

12. Scroll down and Click +Item to record the transaction.

13. Select the existing Product or you can create a new product by clicking + Add

Product.

14. Select an appropriate Account.

You can create a new account by clicking + Add Account.

15. Update the Quantity, UOM, Location and review the Unit Price. The Amount column will be auto-calculated by the system based on the Quantity and Unit Price.

16. Add in Discount if any. *(in % or RM)

17. The Sub Total, Discount Given, and the Total will be auto-calculated and displayed by the system.

18. Key in notes under Remarks for your supplier, Refer to Styling Guide. *(Optional)

19. Write a Description. *(Optional)

Note: The transaction description will be appearing on the Reports.

20. Attach Files to the transaction, either select the existing files or upload a new file.

21. Once the file is uploaded, tick Shared if the file needs to be shared with the

supplier.

22. Tick Send Email to send the document immediately upon saving.

23. Click Save to save the transaction in the system.

24. After clicking Save, type an email address to send the transaction.

25. Add in a Subject for the Email.

26. Type a Personal Message for the Email.

27. Click Save & Send and you're all done.
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