Create a Purchase Order

Use these steps to create a purchase order.

To create a purchase order:

1. Click + New Purchase Order. This converts the workspace to Edit mode.
2. Enter a description. This is a free-text field.
3. Select a vendor.
4. Fill out the other fields as needed.
5. Click .
6. To add PO lines, click + Add Purchase Order Line.
7. Enter a job number.
8. Enter a task.
9. Fill out the other fields as needed.
10. Click .