Create a purchase order · NORTHMAST Support

Create a purchase order when you want to order products from a supplier.

Use the purchase order to record what you ordered, the agreed quantities and prices, and to track the goods you receive afterwards.

To create a purchase order

Open Purchasing and select Purchase orders.
Select New purchase order.
Choose the Supplier and Warehouse.
Review the Order date and Currency.
Add an Expected delivery date, payment terms, shipping terms or notes when needed.
Select Add line.
Search for the product you want to order.
Enter the Quantity and review or enter the Unit price.
Add any other products you want to order.
Review the purchase order and select Create purchase order.

The purchase order is now created and ready to use for receiving the goods from your supplier.

You can add additional information to a purchase order when needed:

The Note for supplier can be included on the purchase order document.

The Internal note is for your own use and does not appear on the supplier document.

Your purchase order form may look slightly different if you have customized which fields are shown.

The Product field normally shows products linked to the selected supplier.

If the product you want to order is not listed:

Double-click the Product field on the order line.
In Add products, select Search all products, including outside this supplier.
Find and select the product.
NORTHMAST opens Link to supplier.
Add the purchasing information you want to store for this supplier and product.
Select Link and add.

The product is linked to the supplier and added directly to the purchase order.

You can also link products to suppliers in advance from the product record.

Open the purchase order and make the changes that are still available.

If you need to change information that is locked after the order was created, use Return to draft as long as no receipt has been recorded.

For more information, see Understand purchase order statuses.