Create and send a purchase order
Fill the mobile editor, add products, review quantities, and send the record.
Follow these steps
Choose the supplier
Open a new purchase order with Add and select the supplier, such as Supplier1.
Set receiving defaults
Choose the receiving shelf for the current location and Arrival date. The selected defaults are applied to the existing lines when changed.
Add and review lines
Use Add line or scan products. Set Quantity, Unit Price, and any required line details. Check availability at the receiving location.
Send the order
Review supplier, shelf, arrival date, notes, and every line. Use Send in the top bar and wait for the result/completion screen.
Screen guide
Lines
Where to tap
Status
The status badge is read-only; the top Send action advances the workflow.
Supplier
Search and choose the supplier.
Receiving shelf
Choose a shelf at the receiving location.
Add line
Search or scan the required products.
Where to tap
Search or scan
Enter a search of at least two characters or use the scanner.
Choose the result
Use the + control beside the intended product.
The success/completion screen appears and the sent record is visible in the appropriate list.