Create a purchase order (Basic)

Create purchase order

Logistics Basic allows you to manually create and modify purchase orders through the procurement module with just a few keystrokes.

New purchase order

To create a new purchase order, go to Tools > Logistics > Purchase & receive.

From there, select + New purchase order on the right at the top or via the menu on the left.

To create a purchase order, you must always start by selecting a supplier. To be able to order an item, the item must have a manufacturer set, and that manufacturer must in turn be linked to a supplier.

As soon as you have selected a supplier, the procurement will be created, the procurement name will be generated, and each change will be automatically saved. If you want a different name for the procurement, you can manually change this by clicking on the generated name and filling in what you want.

Add product

After the supplier has been selected, you can add items. Use the search field to search for name, article number or barcode.

After the product has been added, you can adjust the quantity, purchase price and sales price. When receiving goods, products are updated with the purchase price and sales price set on the purchase order.

If the item in the purchase has a blue mark with a number behind the quantity field, it means that it exists in several open purchases. Click on the mark to see the other purchases.

Comment on item line

You can add a comment on each item line. The comment is internal and will not be included in the purchase's PDF/XLSX.

Open the comment field by clicking on the icon

Fill in the desired comment

Comment is saved automatically

The icon turns green to indicate that a comment has been entered

Do you have any comments on the purchase? Use the comment field at the top. This supports 5000 characters. Note! Text entered here will also be visible on the file generated for the supplier.

More fields

All purchases have a section at the top, "More fields", where you can see and enter more information. These fields are not required but can be practical for overview and information.

Comment: 
Field to enter a comment. What is entered here will also be visible on the file to the supplier. Supports 5000 characters.

Date created: 
This field is locked and shows the date the purchase was first created

Expected delivered (optional): 
Select when the purchase is expected to be delivered. The date will then be displayed in the overview as well as on the product card.

Shipping cost (optional): 
Enter the shipping cost on the purchase. Does not affect the purchase prices per item line but will affect the total summation (can be changed in global settings).

Created by: 
The user who created the purchase.

Submitted by: 
The user who completed / submitted the purchase to the supplier.

Sent to supplier: 
Date when the purchase was completed / sent to the supplier.