Creating a Purchase Order
This guide walks you through creating and submitting a purchase order to record planned purchases from a supplier.Prerequisites
- At least one supplier exists in your system (e.g., a supplier named E2E Test Supplier)
- At least one item exists in your inventory
1
Open the Purchase Order list
Navigate to Buying > Purchase Order. You should see the Purchase Order list view.
2
Create a new Purchase Order
Click the New button in the top area of the list. The New Purchase Order form will open.
3
Enter the supplier
In the Supplier field, type or select the name of the supplier you are purchasing from.
4
Add items to the order
In the items table, locate the first row and fill in the following details:
- Enter the item name (e.g., Widget A) in the item text field.
- Enter the quantity in the quantity number field.
- Enter the unit rate in the rate number field.
5
Save the Purchase Order
Click the Save button. A confirmation notification will appear to confirm the order has been saved successfully.
6
Submit the Purchase Order
Return to Buying > Purchase Order and click on the purchase order you just created to open it. Click the Submit button to finalize the order. If a confirmation dialog appears, click Submit (or Confirm / Yes) to proceed. The order status will update to Submitted.
Purchase orders start in Draft status after saving. A draft order can still be edited. Once you click Submit, the order is finalized and can no longer be modified.