Entering Purchase Orders

Follow the step-by-step instructions below to enter a purchase order manually.

1. Navigate from the main menu: Accts Payable > Purchase Orders.
2. Click the New button at the top of the screen and select Purchase Order.
3. When the new record appears, fill in the details of your purchase order.
   
   
4. In the Totals section, enter the tax and shipping charges, if any.
5. When you are finished, click Save. 
6. When the confirmation dialog appears, click Open or click Not Yet to save the record in pending state.
   
   

Next Steps

1. To print or email the PO, click the Print button at the top of the screen.
2. To enter payments directly from this screen,  click the  button in the Totals section. See instructions here.

See Also

Purchase Order Management

RFQ Management