How to Create a Purchase Order?

Welcome to FF Inventory! In this tutorial, we’ll walk you through how to create a purchase order from start to finish. You’ll learn how to select suppliers, add products, apply discounts, and finalize your purchase order in just a few simple steps. Let’s get started!

1. Go to "Purchase Orders" section

Navigate to “Purchase Orders” section in the main menu. Here, you’ll find all your existing purchase orders, but for now, we’ll focus on creating a new one.

2. Click "Add New Purchase"

To create a new purchase order, simply click “Add New Purchase”. This will open a blank purchase order form for you to start entering details.

3. Select a Supplier

The first step is to choose a supplier. Once you’ve selected a supplier, their details—like currency, address, and contact info—will automatically populate the form.

4. Add the products

Next, it’s time to select the products you want to purchase. Search and choose your product from the dropdown and enter the quantity you wish to order.

5. Add Products in Bulk

If you need to add multiple items at once, you can use the “Add Items in Bulk” option.

6. Select the Products

Simply select the items, add them to your purchase order, and close the popup to return to the main form.

7. Apply Discounts & Taxes

You can apply discounts and taxes individually to each item or use the option to apply a common discount or tax rate to all line items in the order.

8. Add Shipping Charges

Next, enter any shipping charges, or apply discounts and taxes on shipping if applicable. This helps ensure your purchase order reflects all the necessary costs.

9. Finalize the Purchase

At this stage, you can either save the order as a draft, which allows you to come back and edit it later if needed, or you can move on to finalize it using "Authorize" option.

10. Additional Actions

Lastly, if you need additional options, such as printing, saving as a PDF, emailing, cloning, or voiding the order, you can find them in the “Actions” menu. Just keep in mind that the edit option will only be available if the purchase order hasn’t been authorized yet.

And that’s it! You’ve now learned how to create a purchase order in FF Inventory, from selecting suppliers and products to applying discounts and taxes, and finally authorizing the order for payment. We hope this guide helps you master the process.