Adding a new document¶
How to add a new purchase order¶
- Go to Documents → Purchase orders
- Press the Add button
On the next page you have to fill in the document details. The purchase order add page has three sections to fill in:
General information¶
This section contains two fields with general information about the order: the supplier and the warehouse.
- Supplier — enter the name of the supplier to whom the order is placed or select it from the dropdown list. Mandatory field.
- Warehouse — select the warehouse into which the ordered products will be received. Mandatory field.
Validation information¶
This section contains the document data:
- Date — the document date (the date on which you draw up the order).
- Document no. — the number of the purchase document.
- Estimated date — the estimated date on which you expect the goods to arrive.
Additional information¶
This section contains a single field with additional information about the order. It is not mandatory.
- Comment — add a comment about the purchase order to identify it more easily.
After you fill in the fields, press Add to create the order or Cancel to cancel the entry.
After you press Add, you are redirected to the next page — the order's products page — where you will add the ordered products and their quantities.