To create a Purchase Order, navigate to Orders > Purchase Orders.
In the Purchase Orders screen click the Add Purchase Order button near the top right-hand corner of the screen and select Quote to create a Purchase Order Quote or Order to create a Purchase Order.
You will be asked to fill in the Purchase Order header information which is nearly identical to those for an Order.
Account - This is the Supplier Account that the Purchase Order is to be raised against. Only Accounts set to the Type Supplier can be used here
Order Date - The date you wish to appear on the Purchase Order, in essence the date you are placing the Purchase Order with your supplier
Delivery Date - the required/expected date that Products on the Purchase Order should be delivered on
Billing Place - This is the address for your Supplier, the address you expect to be invoiced from for the Purchase Order. This will default to the Suppliers Head Office address which you can change to any place associated with the selected Supplier
Delivery Place - This is the address that you would like the Products on the Purchase Order to be delivered to.
When creating an order, the delivery place will automatically default to the depot address associated with the order
Place - Create a delivery place to add to your address list
Free type delivery address - free type the address
Search for an address - search for a business or address via the global address search engine
Subject - Free type text to give the Purchase Order a title/heading if desired
Supplier Reference - Free type text intended for capturing any relevant reference from the supplier (such as their corresponding Order/Quote number for example)
Depot - This is the Depot within ERP Go the Purchase Order has been raised against, the system will default to the depot you are currently logged in as
Owner - This is the ERP Go user that is the Purchase Order Owner, the system defaults to the ERP Go user raising the Purchase Order
Project - Where using Projects you can interlink this Purchase Order with that Project
Delivery For Attention Of - Free Type Text in case the delivery of Products needs to be referred to a specific person/team on arrival
Delivery Instructions - Free Type Text for recording of any special delivery instructions, for example “Press buzzer at main gate” or “ID Badge to be worn at all times”
Delivery Contact Telephone - Free Type Text for recording of a contact number for use when delivering the Products
Notes
Under the Notes tab are two fields Description and External Description, these are free type text boxes allowing for large amounts of text the Description will not appear on the Purchase Order paperwork the External Description will.
Once you have filled in this header information against the Purchase Order, click the Add Purchase Order button near the bottom right-hand corner to create the Purchase Order.
Congratulations you have created a Purchase Order, please refer to the following guides for.
How to add Products to a Purchase order
The Purchase Order Process
How to receive Products
Want to find out more? Start a conversation using the blue help bubble in the bottom right-hand corner of your system.