Create and submit a purchase order

Creation, submission, approval, receipt, cancellation and closure have separate permissions; a visible order does not grant every action.

Steps

1. Open Inventory → Order supplies and choose New purchase order.

2. Choose the supplier and store where applicable; enter the reference and expected date when known.

3. Add each catalogue item with a positive quantity, its purchasing unit and unit cost. Review tolerance and supply a price-variance reason only when the approved override is needed.

4. Choose Continue to enter items, then Save Draft and confirm Save draft to retain an unsubmitted purchase order. Confirm the saved PO number and selected order before continuing.

5. Choose Review and submit on the saved draft or a new valid order, check the review, then confirm Submit for approval. Confirm the status becomes submitted; stock is received separately.