Create a purchase order

Goal

Create a new purchase order with the required parties and lines.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Open Purchase orders → New.
2. Select the counterparty and document date/reference.
3. Add lines (items, quantities, prices/costs, tax as needed).
4. Review totals, then Save (and Post if your process posts immediately).

Result

A purchase order exists in draft or posted state per your action.

Related

• work/purchasing/orders/list
• work/purchasing/orders/edit
• work/purchasing/orders/lifecycle