Creating a PO

Purchase orders are numbered automatically (PO-1, PO-2…) the moment you create them — no manual numbering needed. You can also give a PO an optional title. Each PO tracks from creation through delivery.

Steps

1. Navigate to Purchase Orders
2. Click 'New Purchase Order'
3. Select vendor
4. Add line items with parts, quantities, prices
5. Set expected delivery date
6. Optionally fill the Ship To section — you can prefill it from a customer
7. Add notes
8. Submit for approval