If you wish to create a Purchase Order, first, you should create an Order Request.
Go to Purchases -> Purchase Orders -> Order Request -> Create Order Request
Then fill the fields and purchase request items table and save this document:
If you want to save it as a draft, then click ‘Preview’.
If you want to save it and send it to the vendor – click ‘Save and Send’. In this case, the Order Request status will be ‘Activated’.
Then if all the terms and order details are agreed with the supplier (vendor), you should mark this Order Request as ‘Reviewed’ – just click ‘Mark as Reviewed’ in the end menu of your order.
Or click ‘Save as reviewed’ on the Edit Order Request page:
So the status will be changed to ‘Reviewed’:
On this step, if you are a Team member, Leader or Capture data member, then you should send this Purchase Request for an Admin’s approval – just click ‘Submit for approval’ in the end menu.
If you are an account owner or admin, now you can convert to Purchase Order all the reviewed Order Requests.
If the Order Request was created by your Staff Members and send for your approval, the status of these orders will be ‘Waiting’ – you can Reject it or Approve & Convert to Purchase Order.
After converting an Order Request into a Purchase Order, you will get a draft document:
You can review it one more time, edit it – in case some changes are needed – and send the final document to the vendor:
Now if the document is accepted by your vendor, you can mark it as ‘Accepted’:
When the order is delivered, mark it as ‘Delivered’:
Very important: if you mark a Purchase Order as ‘Delivered’, it means that you have received the Purchase Order items. Therefore, this item’s stock will increase accordingly (you can find items in Sales -> Products List -> My Items).