Purchase orders

What this does

A purchase order (PO) is your order to a supplier. It records what you asked for, at what price, and later what you received and paid.

Before you start

• Add the supplier and the product.

Steps

1. Open Supplier, then Purchase Order.
2. Click New purchase order. The Create Purchase Order window opens.

   

1. Search for and choose the Supplier (1).
2. Choose the Purchase warehouse (2), where the goods will arrive.
3. Search for a product (3) and pick it. Enter the Qty (4). The Unit price is filled in from the product cost and you can change it.
4. Click Add another product for more lines. The Order Summary on the right updates as you go.
5. Add purchase notes if the supplier needs instructions.
6. Click Save Draft (5) to keep working on it later, or Create Purchase Order (6).

What happens next

The order opens on its own page with the status Draft.

• Click Mark ordered when you have placed the order with the supplier.
• When the goods arrive, see Receive goods from a supplier.
• To pay the supplier, see Pay a supplier.

Important notes

• A product's tax rate is filled in on the line, but NEXTOREx does not treat purchase tax as a separate recoverable tax in your accounts. Ask your accountant how you want to handle it.

Related guides

• Receive goods from a supplier
• Pay a supplier