Step 6: 🧾 Create Purchase Orders

The Create Purchase Orders module is where you generate POs for the parts and materials required to fulfill your customer orders.

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🛠️ Step-by-Step Instructions

1. Select a PO Ship To Company

   • Use drag-and-drop to move the correct company into the Ship To field

   • Or click the Truck icon to select a predefined global Ship To address

2. Choose the Customer Order

   • Use the Customer Order dropdown to select the appropriate order

3. Confirm or Enter Key Details
   These fields should auto-fill if they were completed in the Order Entry module:

   • Requested Ship Date

   • Ship Via

   • Send PO On Date

4. Enter “Mark For” and Special Instructions

   • Mark For: Typically includes the Customer Name + Quote Number or Project Number

   • Special Instructions: Add any notes specific to the vendor or order requirements

5. Click “Create POs”
   Once all information is reviewed and complete, click the Create POs button to generate your purchase orders.

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   📘 Need More Help?
   Visit the full 👉 Purchase Order for more detailed instructions, including PO modification, tracking, and sending.