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Create a new purchase order

This is part of the Purchasing Add-on Module

You can create a purchase order that will allow you to track new purchases along the process of ordering and receiving products.

  1. Navigate to purchasing icon Purchasing, then purchase order icon Purchase Order.
  2. Click on Add New icon New PO.
  3. Select the Expected Date for the Purchase order, then search for the vendor name by using the search bar provided. Click once on the vendor name, then click Add. If you don’t see your vendor, you must add them to the vendor list first.
  4. Review and complete the information on the top half of the order. See the Detailed Purchase Order Description for the meaning of each entry field and tab.
  5. Add items to the order in one of the ways available.
  6. Add any freight and/or other costs and select a Landed Cost Distribution (optional).
  7. You can print icon Print purchase order reports or email icon Email a report to the customer.
  8. By clicking Change Status in the taskbar, you can keep track of the current status of the order.
  9. You can make the items available within inventory before they are received to add to orders by using either add to projections icon Add to Projections or in transit icon In Transit options in the taskbar. Learn more about how these options work and how they differ.
  10. When the products arrive, you can use the po receive items icon Receive Items option in the taskbar to track which items have been delivered. This is the point at which the items on the PO will be added to your inventory in eGrow Connect.
  11. The purchase order will remain Open and editable until you post order icon Post the order at its completion and transfer it to Quickbooks for accounting.

Tip: eGrow Connect purchase orders contain a lot of functionality. In a purchase order you can: