Follow the step-by-step instructions below to enter a purchase order manually.
- Navigate from the main menu: Accts Payable > Purchase Orders.
- Click the New button at the top of the screen and select Purchase Order.
- When the new record appears, fill in the details of your purchase order.
- In the Totals section, enter the tax and shipping charges, if any.
- When you are finished, click Save.
- When the confirmation dialog appears, click Open or click Not Yet to save the record in pending state.
- To print or email the PO, click the Print button at the top of the screen.
- To enter payments directly from this screen, click the button in the Totals section. See instructions here.