Create Purchase Orders

To create a purchase order (PO),

Go to Purchases and click New Purchase Order.
Alternatively, you can go to Quick Actions > Purchase Order.
The New Purchase Order form is displayed with the default purchase order template. You can change the template from the Select Template drop-down.
Fill out the form using the pointers given below.

Fields	Explanation
PO#*	Auto-populated. You can edit the PO field if necessary.
Name*	Enter the name of the PO.
Required By	Provide the Required By date of purchase items by invoking the Calendar .
Vendor Details*	Name: Select a vendor from the drop-down. To add new vendors, click and fill out the form. Know more. Address, Currency, and Exchange Rate fields are auto-populated.
Shipping Address*	Select the Site and enter the shipping address of the purchase items.
Billing Address	Select the Site and enter the billing address of the purchase items.
Item Level Cost Center	Enable the check box to add the cost center for all items in the PO. On enabling the check box, the Cost Center field in the General Information section will be removed.
Item Level GL Code	Enable the check box to add the GL code for all items in the PO. On enabling the check box, the GL Code field in the General Information section will be removed.
Category	Select the Category of the purchase item: Products, Services, or Others. Products: Select a Product Type. All products of the selected product type will be listed in the drop-down. Select a product or create a new product by clicking . You can search the product based on the part number. Services: Select a Service Type. Services associated with the selected service type will be listed. You can select a service from the drop-down or create a new one. Others: Enter the item name manually and click Add. The items added will be listed along with its price details. You can edit the details if required.
Discount, Shipping Cost, Sales Tax, Additional Tax, Cost Adjustment	Add other cost details.
Total (Net), Total Cost	Depending on the values provided to the cost fields, the Total (Net) and the Total Cost will be auto-calculated.
General Information
Create Date, Owner	Auto-populated and cannot be edited.
Requested by*	Select a technician from the drop-down
Cost Center, GL Code	Select the cost center and GL code from the respective drop-downs. These fields are available based on the selection of Item Level Cost Center and Item Level GL Code.
Remarks	Enter the description or any extra information of the PO.
Terms	Specify conditions associated with the PO, if applicable.
Attachments	Upload any related files, documents, images, or videos.
Place	Specify the organization's location.
Signing Authority	Specify the signing authority of the organization.

Fill out additional fields, if any and click Save.