How to Create a Purchase Order

Commit to supplier quantities and prices before goods arrive or the supplier invoice is received.

Step 1. Open Purchasing → Purchase orders → Create.
Step 2. Select supplier and receiving warehouse; enter order date and optional expected delivery.
Step 3. Add line items with quantity and unit price, then save — status is Draft with an auto PO number.
Step 4. Submit the PO (Draft → Submitted), then an approver clicks Approve.
Step 5. When goods arrive, post a GRN and use Link GRN on PO details to tie receipt quantities to the order.

Tips

The three-way match widget on PO details compares ordered vs received vs invoiced totals.
Link purchase invoices from PO details when the supplier bill arrives to complete the PO → GRN → Invoice chain.
If a supplier’s scorecard is below your company score floor, the PO form shows a soft warning (and again on Submit). It does not block creating or submitting the order.