# Customer creates PO {% hint style="warning" %} **Edit and View** Purchase Order access is required. {% endhint %} ### 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. {% hint style="info" %} **Listing Item** option is not available if either your Supplier didn't assign a Catalog to your Account or your Supplier doesn't have any Products. {% endhint %}

#### 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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