Customer creates PO
Edit and View Purchase Order access is required.
Step 1
Navigate to Dashboard, select Purchase Orders on the Side Navigation Menu.
Click Add Purchase Order.

Step 2 (Option 1) - Current Supplier
Choose a Supplier to start a Purchase Order.

Step 2 (Option 2) - New Supplier
You can start a Purchase Order and add a new Supplier in one step.

Step 3
For this example, we will choose Current Supplier and click Save.
A new PO will be created and click Edit.

Step 4
Update fields as needed.
Section 1 - Primary Details
Accept by Date - Supplier needs to accept PO by this date.
Ship by Date - PO needs to ship by this date.
Discount - Click Check to apply promo code.
Main Contact - Select contact from Account.

Section 2 - Shipment Address

Section 3 - New Order Items

Section 3 (Option 1) - Add Listing Item
Click Listing Item under Add Item dropdown. Choose a Listing item from the Supplier's Catalog and set order Qty.

Section 3 (Option 2) - Add Custom Item
Click Custom Item under Add Item dropdown. Create items that are not part of a Catalog. The Supplier will be able to update this item later.

Section 3 - Order Items Details

Section 4 - Note
Add note as needed. Supplier can view and update this note during any Order status.

Section 5 - Terms
View Supplier's Terms and update your Terms as needed.

Step 5
Click Save or Submit to initiate approval process. If budget approval is not required, this Purchase Order will be sent to the Supplier for acceptance.

If you choose to Submit for approval, confirm Submit.

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