How to create a purchase order

A purchase order lets you order goods or services from a supplier and keep a clear record of what you have on order. Here is how to raise one.

1. Open Purchase Orders

   From the CRMit menu on the left, select Purchase Order List. This opens the list of your purchase orders.

2. Create a purchase order

   Click Create Purchase Order to open a new, blank order.

3. Choose the supplier

   Pick the supplier you are ordering from. Their details fill in automatically, so make sure they are added first.

4. Add the line items

   Add a line for each item you are ordering:

   • Choose a product or type in a description.
   • Enter the quantity and the price.
   • Add as many lines as you need.

5. Save and send it to the supplier

   Click Save, then send the order to the supplier so they know what you need.

6. Receive against it when it arrives

   When the goods come in, receive against the order. This records what has arrived and keeps your stock accurate.

What's next

Once the goods arrive and you have the bill, record the purchase and keep an eye on your stock.