Create and save a purchase order

Create a purchase order to let your supplier know you want to buy goods or services from them. Then save it until you're ready to approve.

  1. In the Accounts menu, click Purchases.
  2. Click New, then select Purchase order.

    Image showing Purchase order selected from the New menu

  3. Complete the purchase order fields. You can drag and drop the item lines to reorder them.
  4. Click Save, then select a save option.

    Image showing save menu

The purchase order is saved as a draft – unless you also submit it for approval when it's shown in the Awaiting Approval panel.

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