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Create a purchase order

Purchase orders are used to track incoming orders from clients. You can later convert them into invoices or delivery notes.

Note: Purchase orders are available in the Inventory, Orders & Store app.

Mobile app

  • Open the Inventory, Orders & Store app

  • Tap the Orders icon

  • Tap + in the upper right corner

  • Add a client - select from your saved list, tap + to create a new one, or use Choose from contacts

  • Add products from your saved product list or create a new one

  • Set the date, discount, shipping, currency, and language in Details

  • Tap Save

Website

  • Go to Documents - Purchase orders

  • Click the + icon or New purchase order

  • Add a client and products

  • Set the date, discount, shipping, currency, and language

  • Click Save

Once a purchase order is saved, you can convert it into an invoice, delivery note, or estimate using the Create button in the document preview.


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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