Learning Center

Creating a purchase order can help you track your purchases, costs and inventory items. Tracking your purchases will allow you to see trends and patterns in your inventory.

 Non-Tracked parts quantities will not be affected by a purchase order, but the cost will still be recorded as an expense.

Manually creating a purchase order is a simple process. In just a few simple steps, you can have a purchase order up and running. The following steps will help you create a purchase order:

This article applies to + Professional and + Enterprise.

1.  Click on the Modules tab, then click on the Purchase Orders icon in the ribbon on main page.

2.  On the left panel, click on the New icon.

3.  Fill in the appropriate fields.

 Warehouse:, Vendor:, Budget:, Status:, Sales Tax:, Date:, and Shipping Address: are required fields that must be filled out to manually create a Purchase Order.

4.  When you have finished entering in all the desired and required fields, Click on the Save icon.  Once the Purchase Order is saved, you have finished creating the Purchase Order.

Useful Links to Related Articles:

To learn how to Add an Invoice or Return to a Purchase Order, click here.

To learn how to Post a Fulfilled Purchase Order, click here.

To learn how to View Current Costs of a Purchase Order, click here.

To learn how to Add an Attachment to a Purchase Order, click here.

To learn how to Manage Notes in a Purchase Order, click here.

To learn how to Manually Link a Work Order to a Purchase Order, click here.

To learn how to Post a Partially Fulfilled Purchase Order, click here.

To learn how to View Vendor Info on a Purchase Order, click here. 

Glossary:

Fields  * indicates a required field.

*Warehouse: The warehouse that the purchase order is delivered to. To override the default setting, click the Warehouse field list, then select the desired warehouse.

PO #: A unique purchase order number. The PO # is either automatically generated or you create it yourself, depending on how the purchase order module is configured in the module settings. You cannot use a purchase order number that has already been assigned.

*Vendor: Vendor assigned to the purchase order. If the vendor you want is not listed, you must first create a vendor record before you can generate a purchase order.

*Budget: Budget that the purchase order is assigned to.

*Status: Current status of the purchase order. To override the default status, select a different status.

*Sales Tax: The sales tax used for this purchase. The initial sales tax setting is the default value from the selected vendor. To override the default setting, select NO TAX or a custom value created in the Vendor Module Settings.

*Date: Date of the purchase order. ManagerPlus automatically enters the current date. To override the default date, type a different date in the field or click the drop-down arrow to view a calendar to select the date from.

Ship To: Name of the entity item is being shipped to.

*Shipping Address: Address of customer.