⬅️How to make a Purchase Order
Do an inventory count, then
1. Click on Purchases
2. Click on New purchase order
3. Select Supplier from Vendor or Supplier Dropdown
4. Select the Supplier from Supplier Dropdown
5. Select Car Wash Suppliers from Location to receive stock
6. Click on Create Purchase Order
7. Select Fill shelves (if below min)
8. Click on Regenerate
9. The page will display Generating purchase order, won't be long!
10. The purchase order is displayed
11. Modify the order based on your needs... click the trash icon to remove unneeded items.
12. Change quantities based on your needs
13. Add any price adjustments (if needed)
14. Add the shipping cost (if provided)
15. Enter the shipping cost and identify whether the shipping fee is taxes or untaxed
16. This vendor doesn't tax the shipping cost
17. Click on Update
18. Enter the Supplier's order number (if provided)
19. Enter the Supplier's Invoice Number (if provided)
20. Enter the invoice date (if provided)
21. Set the date the item is expected to deliver (if provided)
22. Enter the ship date (if provided)
23. Order completed... ready for approval
24. Click on Download
25. Click on PDF
ℹ️ You will need to send the downloaded pdf to your supervisor for approval (Slack or Gmail)
ℹ️ Once the PO is confirmed, you can continue.
26. Click on Confirm Order
27. Click on Send
28. Feel free to change the email body and subject if you want... then press Send
29. PO Generated and Sent to Vendor Successfully
Next, you can Receive the PO
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