Create Purchase Order
Generate a custom purchase order manually.
Create order
To manually create a purchase order, select Create Purchase Order from the More dropdown menu on the Orders page.
Select Create Purchase Order.
You will be directed to the Order Create page to start manually creating your Purchase Order. Each field must be completed manually unless it’s marked optional.
Order details
| Field | Required Information |
|---|---|
| Purchase Order Number | Provide the purchase order number. |
| Order Date | Provide the purchase order date. |
| Retailer Order Number (Optional) | Use this field if an additional identifier is needed to reference the Purchase Order Number. For example, an Order Management System order number. |
| Customer Order Number (Optional) | Provide the customer order number if applicable. |
Ship to
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To enter a customer shipping address, click the ship to link.
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Complete the Add Ship To Address form.
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Click Save.
Requested ship method
In the Requested ship method section, assign the shipping method.
Use the dropdown to select Expedited or Ground.
Optional notes
In the notes section, you can add purchase order notes.
Order lines
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Select the supplier the order should be created against using the dropdown list.
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Click Add new line.
Select the variant using the dropdown search bar.
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Enter the quantity, price, and cost of the item.
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Click Add.
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Click Create Order.
The data is saved in the system for future reference.