HOW TO: Create a Purchase Order

From the Point of Sale

Navigate to Point of Sale from the Main menu icon in the top left corner of the screen.

• From here find the existing sale you would like to create a purchase order for.
  • You can search by name, sales order or customer phone or email address.

• Next, click the action dots to the far right on the customer’s row
• Choose Create a Purchase Order from the drop down list

• Review the item you’d like a purchase order created for, click Continue

• Next you will get a confirmation pop-up with the PO number

• Click the PO Number to fill in the additional information on the Purchase Order or close to complete later.
  • Submit Date
  • Vendor Ship Date (if applicable)
  • Estimated Ship Date
  • Any Additional Costs or Shipping Fees

• Once completed you can email, download, or print the purchase order.
• Click Save to save your changes.

Note: Doing nothing after this step does NOT submit your purchase order for you, but you can email your vendor direction through the email function.

From Purchase Orders

This flow is typically used for creating stock type purchase orders.

Navigate to Purchase Orders from the Main menu icon in the top left corner of the screen.

• From here, click the green +Create New PO button
• Choose the Purchase Order Type
  • Stock
• Add in the Purchase Order #
• Pick the Date Created (you have the ability to backdate if needed)
• Select Submitted Date
• Click ‘Edit‘ if you need to change the associate assigned to this purchase order.

• Click + Add Item/Stock
• Search for the Item and click on it

• Add any details to the item you are ordering such as size, color, or notes.

• Scroll to the bottom and add any notes to this item for the vendor.

• Click Review & Complete
• Once reviewed you can email, download, or print the purchase order.
• Click Save to save your PO.