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Creating an Outgoing PO
James Gold avatar
Written by James Gold
Updated over a week ago

OVERVIEW

  • How to create an Outgoing Purchase Order


Select Create Outgoing PO


Outgoing PO details

  • Select the supplier the cost was added to from the drop down

  • Tick the checkbox of the costs to be added to the PO

  • Then edit the cost details:

    • Receipt Type is either Quantity or Value based

    • Quantity if the receipt type is value you don't add a quantity

    • Cost is the value of the item to be charged for this PO

  • If the supplier was originally 'Unknown' select update supplier to select the correct supplier

  • Enter both the from and to addresses as well as expected receipt date

  • Select a Purchase Approver

    • Note that approvers are created within the admin console, if there are no approvers consult an admin user from your company

  • Enter any public notes

  • Select Create Outgoing Purchase Order


Requesting Approval

  • Navigate to the OPO index

  • Click the 3 dots on the OPO

  • Select Request Approval


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