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Create a purchase order

Tell your supplier what you want, how many and at what price.

A purchase order tells your vendor what you want. Creating one takes a vendor, a date and at least one item.

Before you start

The vendor must already exist, and needs a price list on their record — that is what sets the currency and suggested prices. See Add a vendor.

Create the order

  1. In the top menu, click Purchases.

  2. Click Create PO.

  3. Click + Add vendor and choose your vendor.

  4. Set the Expected date — when you want the delivery.

  5. Click + Add item, then search for the product by name or SKU and select it.

  6. Enter the Qty you want.

  7. Check the Unit cost. It is filled in from the vendor's price — change it if this order is
    different.

  8. Repeat steps 5–7 for each item.

  9. Click Save & confirm PO.

Add the vendor first

Add the vendor first. Price list, currency and item prices all come from the vendor's record, so nothing fills in correctly until one is selected. The screen tells you as much — before you pick a vendor it says "Start by selecting a vendor."

The expected date cannot be in the past. Brahmin Solutions will refuse it.

Save draft or Save & confirm?

Button

What happens

Save draft

Saves it so you can come back. Nothing is on order — it does not show as Expected stock and you cannot receive against it.

Save & confirm PO

Places the order. The quantity appears in Expected, and you can receive against it.

If you are not ready to place the order, save a draft — but remember to come back and confirm it, or the delivery will arrive against an order that says nothing is due.

How to know it worked

The order gets a number like PO3321 and the status badge reads Confirmed. It appears in the Purchases list, and the ordered quantity shows in the Expected column against those items.

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