Creating A New Purchase Order

Note: Purchase Orders can only be viewed and created by organizational users who have been granted relevant permissions

Step 1 - Open The Purchase Order Popup

Head to the Purchase Orders Page via links available on the Left Navigation Bar.

Purchase Orders Page

Visible towards the top right corner on the Purchase Orders Page is an + Add button. Click the button to open the New Purchase Order Popup

Step 2 - Provide Details On The Purchase Order Popup

The New Purchase Order Popup features some fields where relevant information needs to be provided

New Purchase Order Popup

Fields highlighted in red are required fields.

Step 3 - Attach Items To The Purchase Order

To add a line item from the existing catalog of items, click on the + Line Item button. This will add a line item template on the popup. Here you can attach items based on the type of Purchase Order selected.

New Purchase Order Popup (New Line Item)

Fill in necessary information for the line item and add more line items as necessary. If name search is not sufficient, clicking the filter icon towards the right of the item selection field opens up and Advanced Search Popup, where user can search for the item using multiple filters.

To add a line item that is not available in the catalog of items, click on one of the blue 'Create' buttons to create an asset or part (button visibility depends upon the type of purchase order selected).

Clicking on one of these button will open the respective item's creation popup, where a new item can be created and saved to database on the go. The newly created item will automatically be added to the Purchase Order's list of items.

Once all required items have been added to the Purchase Order, click on the Save & Close button to save the purchase order to the database.