Create a purchase order

This is step 2 of the purchase order creation process. Going from draft orders to approval. If there are no draft orders you will need to assign suppliers to requests in step 1

The Draft screen enables you to modify existing orders, add supplementary information, and update delivery dates and locations as needed.

Outlined below are the steps to modify various fields.

1. Item List

You can update the quantity, unit and unit price from the line items. To add a new item you can click the add new button.

1. Attachments

You can add attachments by dropping files in the attachment section.

You can also preset attachments based on location in the system admin - Locations - Attachments

1. Terms and Conditions

You can update the terms and conditions on each purchase order.

You can also preset the Terms and Conditions in Settings - Project settings then scroll to the bottom

1. Delivery Date and Method

You can set the delivery method on the right hand side. You are able to pick an exact time or simply use the AM or PM function.

1. Site Contact

To change the site contact go to the delivery location on the right hand side and fill in the attention box. If you have multiple site contacts you can type them one after each other.