Creating purchase orders
Raise a PO to a vendor, track receipts, and convert it into a bill.
The procure-to-pay flow
A purchase order records what you intend to buy from a vendor. As goods arrive you record goods receipts, and you create bills for what you are invoiced — enabling a three-way match between PO, receipt, and bill.
- Go to Purchases & Payables, then Purchase Orders, then New Purchase Order.
- Select the vendor and add line items with quantities and prices.
- Submit for approval if your workflow requires it.
- As shipments arrive, record goods receipts against the PO.
- Create a bill from the PO when the vendor invoices you.