Purchases & Payables 3 min read
How to Issue and Track Purchase Orders
Formalize procurement requests with suppliers before goods are delivered or invoices are received.
Before You Start (Prerequisites)
- At least one active vendor in your directory
Step-by-Step Instructions
1
Navigate to Purchase Orders
Click "Purchases" > "Purchase Orders" in your sidebar.
2
Create Purchase Order
Click "+ New Purchase Order", select the vendor, and enter expected delivery dates.
3
Specify Items & Quantities
Add line items for materials or services being ordered.
4
Convert to Bill Upon Delivery
When supplier goods arrive with a commercial bill, click "Convert to Bill" to avoid redundant entry.