Create your first purchase order

Prerequisites: At least one vendor exists. Inventory items exist to order. Required permission: Purchase → Purchase Orders — User or above. Admins can send and confirm any purchase order; Managers and Users only the orders they created.

Steps

1. In the sidebar, click Purchase → Purchase Orders → + Create.
2. Select the Vendor and the Deliver To warehouse.
3. Click Create to create the order in Draft status.
4. Click ⊕ to add an order line:
   • Select the Item from the inventory list.
   • Enter the Quantity.
   • Confirm the Unit Price — it pre-fills in the vendor’s currency from the item’s purchase information.
5. Add more lines for each item you are ordering.
6. Review the order total.
7. Click Confirm Order.

What to expect

After confirming, the purchase order status changes to Confirmed. If your organization has Automatic Purchase turned on, Tooling Metrics creates a Purchase Receipt for you automatically. Otherwise, click New Receipt on the confirmed order when the delivery arrives.

You can print or export the confirmed purchase order as a PDF to send to the vendor.

Automatic purchase orders

If your organization uses stock rules and the Inventory Scheduler, draft purchase orders are generated automatically when forecast stock falls to or below a stock rule’s Threshold Quantity. These appear as Draft orders in Purchase → Purchase Orders — review and confirm them like any other order.

Next

Receive goods — process the purchase receipt when the delivery arrives.

Related articles

• Add your first vendor
• Receive goods
• Process a restock