To create a PO, navigate to Purchase > Purchase Order. From there select the New button and give your PO a name. Then select the vendor that you want to send this PO to. Next, you can associate this PO to a project, if applicable, or select a purchase request then select the green copy button to copy the purchase request details to the PO. Then you can select the department you are with or are completing this PO for, select the type (CAPEX or OPEX), tag the PO to easily find later, then select the order date, the buyer (staff member completing the PO), and you will see the options to enter the number of days owed, expected delivery date, customer (if PO is associated with a customer), and to select a sales invoice (if applicable) to copy the data from down below.
From there you can edit the purchase order details within the chart as you see fit, or easily add a product by typing in the product name and selecting from the options that appear on your items list. Then you will see the subtotal, discount and grand total. You can manually enter the discount amount as a percentage or fixed amount by selecting the percentage icon at the end of the line to change as needed. Then you can leave any vendor notes or terms & conditions, review the vendor details (if desired) and Save your PO.
Once saved you will be taken back to the PO summary page where you can use the toggle button located at the top right of your screen (2 arrows side-by-side) and select the PO number to review the PO and payment record with ease. Within this view, you can also set PO reminders, create tasks in association with the PO, leave internal notes for you and your staff, create a discussion with the vendor which connects within your client portal, or add any attachments. You can also change the PO status, view the PO as a PDF, copy the PO link to share, or click the mail icon to send your PO to the vendor.