To add a Purchase Order, follow these steps:

1. On the Purchase Order page, select Add Purchase Order.

2. On the New Purchase Order page, enter the following details:

   • Supplier - refers to the supplier you are purchasing inventory from
   • Ship To - refers to the inventory location you would like the purchase order to be received at.
   • Reference - refers to an identifier used to track the transfer
   • Date - refers to the issue date of the purchase order.
   • Expected - refers to the date and time the purchase order is expected at the receiving inventory location.
   • Taxes - Select either Tax Inclusive or Tax Exclusive. When Tax Inclusive is selected, the product costs you enter include sales tax. Alternatively, if Tax Exclusive is selected sales tax at the specified rate will be added to the purchase order separately.
   • Send purchase order to supplier via email - when this option is selected, a copy of the purchase order will be sent to your supplier. Ensure you have an email saved for the supplier, refer to the Supplier section for additional guidance.

3. Add products to the Purchase Order by using the Products search field. You can use the product name, brand, or SKU to find the product. Select each product individually from the dropdown autocomplete to add it to the purchase order.

4. Once you have added a product, use the Quantity field to adjust the inventory quantity you would like to order and set the Product Code, Item Cost, and Tax Rate percentage.

5. If your supplier charges for shipping, use the Shipping line item to specify the cost of shipping

6. You can optionally add supplier’s instructions to the purchase order. For example, you may wish for the inventory to be delivered to the back loading dock instead of the reception.

7. Select Save to save the new transfer. Alternatively, select Save as Draft if you would like to save your changes while still working on it.