PO Pro allows users to create either a Purchase Order (PO) or a Purchase Requisition (PR), depending on their settings.

Follow the steps below to create a new PO or PR.
 

Step 1: Creation of Purchase Order or Purchase Requisition

1. From the main dashboard, click on the ‘+’ sign in the upper-right corner of the screen.
   
2. If Use Purchase Requisitions is enabled in your settings, a Purchase Requisition will be created first and submitted for approval before it becomes a Purchase Order.
   • Once approved, the system will automatically convert the PR into a PO and send it to the supplier.
     

Step 2:
 - Fill in the Billing Address field. If you have a default billing address set up in Purchase Order Settings, it will auto-populate.

Step 3:
- Choose the Supplier from the available list and add phone number

Step 4: Click Create 

• Once the initial Purchase Order has been created, you will need to add the specific items being purchased.
  
• Locate and click on the "Add Lines"  to begin adding items to the PO.

Step 5:

- Enter Line Item Details

• A new window  will appear allowing you to input the details for each item. 
  • Part Code: Enter the unique identifier for the product or service.
  • Description: Provide a description of the item being purchased.
  • Nominal Ledger: Select the appropriate nominal ledger code for this item.
  • Quantity: Specify the number of units being ordered.
  • Unit Price: Enter the price per unit of the item.
• The Total Value for the line item will be automatically calculated based on the quantity and unit price.
• You may have the option to Create Product if the item you are adding is not yet in your system.
• Click "ADD" to add the current line item to the PO.
• If you need to add more items, click "ADD MORE" to add another line.
• Click "CANCEL" to discard the current line item entry.

Final step:
- Submit for Approval or Send to Supplier

• If approval is required (based on your settings), the PO will be sent for approval before being dispatched.
• If automatic submission is enabled, the PO will be sent directly to the supplier without requiring manual approval.