Create PO manually

Let's take a closer look at how to create a PO manually in the steps below.

How to create a PO manually from the scratch?

Step 1: Select Client> specific client> procurement.

Step 2: Select purchase order and click on "create PO" button.

Step 3: Click on "add vendor details" to add vendor details.

Step 4: Choose vendor whom you want to share and click on "add" button.

Step 5: Select the checkbox of ship to business address, if you want to ship to the business address.

Step 5: Click on add manually to add an item manually and enter the fields.

Step 6: Click on "add from library"

Step 7: Select items from library

Type 1(from my items)

    1. On the library page, "My Items" will be displayed by default. 

    2. Select the categories, sub-categories and type of work from the corresponding section and click on "apply" button. From the list of items displayed, select an item and click on "add" button.

Items will be added in the Create purchase order.

Type 2(from library items)

    1. On the library page, "My Items" will be displayed by default. So, change the option as library items.

    2. Select the categories, sub-categories and type of work from the corresponding section and click on "apply" button. From the list of items displayed, select an item and click on "add" button. 

Items will be added in the Create purchase order.

Step 8: Click on "action" button.

Step 9: Click on "compose email".

Step 10: click on "send email" button.

In the purchase order section, the organization can view the purchase order sent to the vendor.

In the purchase order section of vendor portal, you can view the received status of PO.