Prepare the order you intend to place with a vendor, then review it before sending.

1. Start the purchase order

Open Purchases → Purchase Orders and choose New Purchase Order. Choose a template if asked, then select the vendor in the editor.

2. Enter the agreed order

Check currency, order number, dates, payment terms, item descriptions, quantities, costs, tax, and notes.

The purchase order editor keeps vendor details, ordered lines, and actions together.
The purchase order editor keeps vendor details, ordered lines, and actions together.

3. Save and preview

Choose Save, then Preview. Compare the vendor, delivery details, quantities, and total with what you intend to order.

4. Send when ready

Use the appropriate Send action and review the recipient and message before sending. Mark as Approved is a separate approval decision; sending does not receive goods, create a bill, or record payment.