Skip to main content
Required role: Admin or Manager
The most common way to create a purchase order is to convert an approved purchase request. This pre-fills the PO with the request’s items and details, reducing data entry.

​
Steps

1

Open the purchase request

In Procurement → Purchase Requests, click on an Approved purchase request.
2

Click Convert to PO

Click the Convert to Purchase Order button on the request detail page.
3

Select the supplier

Choose the supplier to send the PO to. If a preferred supplier was noted in the request, it will be pre-selected.
4

Review and update line items

Review the line items carried over from the request. Update:
  • Unit price — the confirmed price from the supplier’s quote
  • Quantity — adjust if needed
  • Description — add product codes or SKUs
5

Set delivery details

Enter:
  • Expected delivery date — when you expect to receive the goods
  • Delivery address — where the goods should be delivered
  • Notes to supplier — any special instructions
6

Create the PO

Click Create Purchase Order. The PO is saved in Draft status. You can review and edit it before sending it to the supplier.
7

Send to supplier

When ready, click Send to Supplier. The PO status changes to Sent and a PDF copy can be downloaded or emailed to the supplier.

​
Next steps

Receive Goods

Log the receipt of goods when the delivery arrives.