Creating a purchase order is a great way to assist in managing your budgets, cost approvals and understanding external costs. It helps communicate the requirements to suppliers, ensuring clarity of quantities, prices, and delivery expectations. By streamlining the purchase order process, it provides a valuable record for tracking expenses and resolving discrepancies.
1. Create a Purchase Order
Navigate to your Project, click on the Purchase Order tab, click on + New Purchase and you will be prompted to enter a Supplier and contact details, click on Create Purchase.
From here, your purchase order page will open, allowing you to enter the description, order details, line items and specify items such as dates, quote reference and page layout.
2. Description
The first box showing on your purchase order is used for the description and can outline supplier-facing details such as scope, terms, and deliverables. The text box to allow you to write content, paste in from an external source, include links and format as required.
3. + Add Item
Items references your organisations Price List and are selected via the drop-down menu. These are alike to a rate card and can include a service, or product.
You can quickly add items by clicking on + Add Item and select from the drop-down menu, or begin typing to find available options, update item descriptions, quantities, unit prices as required. Don't forget to click Save Changes as navigating away from the box will lose any detail built.
4. Delivery Details
You can include delivery details and instructions which will show on the base of the purchase order.
For more information on how to send your purchase order, read the Knowledge base article Previewing and sending a purchase order.