Table of Contents

Creating a Manual Purchase Order (Adding a PO)

Also known as: Add Manual PO, Create PO, New PO

A Manual Purchase Order is created directly in the Purchase Orders module. Use this when you want to order items outside of automatic or scheduled runs.

Steps to Create a Manual PO

  1. Navigate to the Purchase Orders module from the Dashboard.
  2. Click on Create Manual PO (or the plus (+) button).
  3. Fill in the header details:
    • Supplier (the vendor you are ordering from).
    • Station (choose All Stations or a single station).
    • Delivery Date (when items should arrive).
    • Reference Number (optional reference ID).
    • Notes (any instructions for the supplier).
  4. Add items to the PO:
    • Click Add Line Item.
    • Select the Item, then enter Quantity and Unit.
    • Repeat for each item needed.
  5. Review the PO for accuracy.
  6. Click Save to create the PO.

After Saving

  • The PO appears in the Purchase Orders list.
  • From here you can:
    • Print or email the PO.
    • Send to supplier (if electronic ordering is enabled).
    • Track open quantities.

FAQ

What’s the difference between a Manual and Automatic PO?

  • Manual PO: Created directly by a user.
  • Automatic PO: Created by the system based on min/max levels or schedules.

Can I create a PO for one station only?

Yes. When creating the PO, choose the station instead of All Stations.

Can I add notes to the supplier?

Yes. Use the Notes field in the header section. Notes will appear on the printed/emailed PO.

What happens after I save the PO?

The PO becomes active in the system. You can then send it, export it, or track its progress.

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