How to Create Purchase Order

When it comes to ordering items from other vendors, a purchase order is essential. 

In SeeBiz Inventory, you can create a purchase order within a few clicks. Let’s explore how.

Accessing Purchase Order Creation

There are multiple ways to access the purchase order creation page.

Method 1: Go to the Item Navigation Sidebar and select “Purchase Orders”. If you are creating your first purchase order, click on the “Create Purchase Order” button. 

Method 2: Click on the “+” icon next to the “Purchase Orders” tab.

Method 3: Click on the “+New” button on the top right corner of the purchase order window.

Purchase Order Creation

Here, you’ll need to fill out all the important details regarding a purchase order creation.  

1. Select the vendor.
2. The system will automatically create an unchangeable purchase order number. 
3. Enter the date on which the purchase order is created. 
4. Enter the date on which the items are expected to be delivered. 
5. You can enter any reference to a purchase requisition, RFQ, quotation, another purchase order, contract, sales order, etc.
6. Select the warehouse in which the order will be stored.
7. Click on the “Yes” option if you want to add any terms and conditions. 
8. Select items that need to be restocked. Multiple items can be added to the list by clicking on the “+Add Another Item” button after adding the first item.
9. Select the purchase account.
10. Enter item quantity.
11. Enter item price.
12. Select any applicable item tax. 
13. Here, you can view how much an item will cost.   
14. And here, you can see the subtotal of all items.
15. Add any discount provided by the vendor.
16. Enter any adjustments to your purchase order to round off the total value.
17. The grand total of the payable amount to the vendor will be shown here.
18. Click on the “Save as Draft” button to finish creating a purchase order and save it as a draft. You can also click on the arrow to:
    1. Save and issue the purchase order.
    2. Or, save and send the purchase order.

Suggestion: Fields marked with the “*” symbols are mandatory, while the rest can be skipped for now.