Need to purchase materials or products for your business? Brahmin Solutions makes it easy to create and manage purchase orders (POs), track supplier details, and factor in additional costs—all in just a few clicks!
Getting Started: How to Create a Purchase Order
Go to Purchases and click New Purchase / Return.
Or, from View Purchases, click New.
Add the necessary details, confirm, and you're all set!
Step 1: Add a Vendor
Choose a vendor from the dropdown list.
Need to add a new one? Click the + button.
Vendor details (like Ship From address) will auto-fill but can be edited.
Edits apply only to this PO and won’t update the vendor’s saved details.
Step 2: Enter Purchase Order Details
Tracking your purchases helps you stay organized and improve supplier management. Here’s what you’ll need:
Key PO Fields:
Expected Date (Required): When you expect to receive the order.
Confirm Date: Automatically set when the PO is confirmed (editable).
Fulfilled Date: Automatically set when the order is received (editable).
Reference #: Add external order reference numbers.
Tax: Select applicable tax from the dropdown.
Price List: If the vendor has a price list, it will auto-fill (you can adjust if needed).
📌 Note: Price lists and currencies are linked together.
Step 3: Add Line Items
Add materials or products to your purchase order in one of two ways:
1. Search for Items
Look up items by product name, variant, or SKU.
Best for smaller orders.
Select UOM (Unit of Measure) and enter quantity.
2. Use the Inventory Tab for Bulk Orders
Faster way to add multiple products at once.
Displays recently purchased products from the vendor.
Enter quantity, and items are instantly added.
📌 Missing items alert: If you're short on materials from the same vendor, you'll see a notification suggesting you add them to the PO.
Step 4: Add Additional Costs (Landed Costs)
Landed costs include shipping, duties, or extra fees from the supplier. Here’s how to add them:
Click Add in the Landed Costs section.
Select the cost type and enter the amount.
Choose which products the cost should be split across.
Brahmin Solutions will auto-calculate the landed cost per item.
📌 Why this matters: Landed costs help track the true cost of goods for better pricing decisions.
Step 5: Tagging the Purchase Order (Optional)
Tags help filter and organize your POs for better tracking.
Simply type a tag name, and it will be added automatically.
Tags can be applied at any stage of the PO lifecycle.
Step 6: Save or Confirm Your PO
Click Save to keep the PO as a draft.
Click Confirm to finalize the order. (Ensure the Expected Date is set first.)
Need to adjust your PO? You can always edit or revert it later if needed.
Need Help?
Have questions or feedback? Let us know at support@brahmin-solutions.com—we're happy to help! 🚀