OMS OMS

What is a Purchase Order?

A purchase order (PO) is a business document, created by the buyer, which authorizes a purchase transaction for goods or services from a supplier. POs play an important role in controlling business purchases. A professional PO process builds robust supplier relationships and provides an audit trail of all transactions. It is generally assisted by some level of automation that helps speed up the process, improves communication and minimizes financial risk.

Steps

  1. Introduction

From navigating through the Purchase Orders section to saving the finalized order, you will learn the step-by-step process to efficiently manage PO creation. Create PO

  1. Click "Purchase Orders"

Navigate to the Purchase Orders section. Create PO

  1. Click "View"

Select the "View" option. Create PO

  1. Click "Create PO"

Initiate the creation of a new Purchase Order (PO). Create PO

  1. Select Purchase Order Type "Stock"

Access the Stock section. Create PO

  1. Select Supplier

Proceed with the supplier selection. Create PO

  1. Click "Select Delivery Center"

Choose the Delivery Center. Create PO

  1. Click "PO Reference"

Fill in the PO Reference field. Create PO

  1. Click to enter notes

Continue with the process. Create PO

  1. Click "Save"

Save the changes made. Create PO

  1. Click "New Line Item"

Add a new Line Item. Create PO

  1. Click "Add another item.."

Add another item to the list. Create PO

  1. Search for stock code

Fill in the text box with stock code Create PO

  1. Select the stockcode

Select the specific item. Create PO

  1. Click to insert quantity

Insert quantity. Create PO

  1. Enter the price for the item

Input price in the available field Create PO

  1. Click here to enter Ship Date

Enter the Ship Date. Create PO

  1. Click here to enter the Estimated Date

Enter the Estimated Date. Create PO

  1. Click "Save"

Save the changes. Create PO

  1. Check "Purchase Order"

Check the Purchase Order details. Create PO

Info

At this stage, the PO is in Draft status and you start populating more information for the PO on the detail screen.

  • Supplier Currency
    POs are always created in the supplier’s local currency. On this screen, you can update the Exchange Rate to convert values to GBP.

  • Shipping Method
    Select the shipping method for the PO: Courier, Air, or Sea.

  • Goods Receiving Tolerance
    Specify the tolerance levels for goods receiving on the PO.

  • Other Details Visible

    • Supplier Name
    • Billing Address
    • Shipping Address

This guide covered the precise steps to create a Purchase Order in Bettercommerce, including selecting items, setting quantities, entering prices, and saving the order. By following these instructions, users can effectively utilize the platform for PO management.