How to Create a Purchase Order

How to Create a Purchase Order


  1. Click Purchasing.
  2. Click Create.
  3. You will be redirected to the Vendor Select page.
  1. Select the Vendor you want to place an order from.
  2. You will be redirected to the Purchase Order page. See image below:


  1. Under the Products section, add the Products you want to order.
  1. Click the text box under Product Name and type the title of the product. As you do, the system will search for the product listing.
  1. Select the product from the provided list.
  1. Under QTY, Select the Quantity of cases to order.
  2. Click the Arrow next to the green Update button.
  1. Select Update & Send.
  1. A pop up window will appear. See image below:


  1. Include any notes.
  1. Note:  The Attach Packing Slip checkbox will include the following document:


  1. Click Update & Send.

8. See the Vendor Purchase Order Email article for information on the next steps for your Purchase Order.




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