How do I create and send a purchase order?

You will have a purchase order emailed to a supplier, ready to be received.

Before you start

You need the purchase-order permission and plan. The supplier must be active and have an email.

Steps

1. Open Inventory → Purchase Orders and press New Purchase Order.
2. Choose the Supplier and the Warehouse (it cannot change later), and set Expected At if you know it.
3. Add lines with + Add Line Item: the item, Qty Ordered, Unit Cost, and any discount or tax %.
4. Add order-level discount, tax or shipping if needed. Check the totals.
5. Press Save Draft.
6. Open ⋮ More Actions → Send PO.

What you will see

The PO becomes Sent and the supplier gets an email with the PDF attached, in the site's language. The page turns read-only.

If something goes wrong

• Only a draft can be edited. After sending, lines and prices are locked.
• "This supplier has no email on file": add one to the supplier first.
• The Note is printed on the supplier's PDF, whatever its placeholder says.
• A line saved with a blank quantity becomes 1; lines with no item are dropped.
• Sending changes no stock, and a mail failure after queueing is not reported.
• Cancel PO is in the same menu if the order is not needed.