To Add a Purchase Order
To Add a Purchase Order
In Unleashed, click on Shortcut/Add Purchase:
Complete the fields as follows:
Start typing the supplier name into either of these fields
The greyed-out fields will become active once the supplier has been selected
Select the Warehouse you want it delivered to
The order date will populate with today’s date, leave as is unless you’re entering it late or in advance
Enter the date you expect it to be delivered (useful to be able to keep track of what you’re expecting in and what’s overdue)
Enter the product you want to order
Enter the quantity you are ordering – check that you use the correct unit of measure and quantity. It may be advantageous to order in Kgs but auto-disassemble to grams.
The default purchase price for that supplier should populate
Enter any comments you want to show on the purchase order then click Add
Continue to add any further products required
Review the products ordered and check the Units of Measure to ensure it makes sense
Click on Place when you are complete (if you need to stop part way through the process, click on Save and this will park the order until you are ready to complete)
Go to the bottom of the page and click on Email
Enter the supplier email address if not already showing (this will then save to the supplier for future reference)
If you want to have a copy, tick Send me a copy
Click Send
Note: If you place similar orders on a regular basis you can easily clone a previous order – see the notes on “How to clone an order”
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