What is a Purchase Order?

A Purchase Order is a document sent to a supplier confirming the services or items the company wants to purchase for a booking. It shows the supplier, items required, quantities, rates, and total cost.

How to Create a Purchase Order

1. Open the completed Booking record.
2. Click Create at the top-right of the booking page.
3. Select Purchase Order from the dropdown menu.

4. In the Select Supplier pop-up, choose the supplier.

5. Click Create Purchase Order.

5. A new Purchase Order will open in Draft status.
6. Review the main details:

• Supplier
• Date
• Company
• Required By date
• Accounting Dimensions

7. Check the Items table and confirm the details.

8. Review Taxes and Charges if applicable and confirm the totals:

• Total quantity
• Grand total
• Amount in words

10. Click Submit to finalise the Purchase Order.