How to Enter (Quick Add) a Purchase Order

1) Click on Quick Add > Purchase Order

2) Add the vendor information

You can search from existing vendors in the box, or you can add a new vendor by clicking the plus button.

Please note that items with an * are required before you can save your PO. The button will remain greyed out unless you fill in all fields with an asterisk.

3) Review the Batch information

This will be automatically filled in based on the last information you entered into the system. You can click the plus button to create a new batch.

4) Add the PO data

The number, date, and period are preselected for you (underlined in orange). You can change the Period from Current to Next if needed. The Amount you enter will feed onto the first line of the PO list (see step 5).

5) Populate the distribution lines

You’ll see that the Amount you entered in step 4 automatically populates in the amount column for the first line.

When you type in the Account field, a list of all Account numbers containing that number will appear. Once you select the correct account, it will autofill the Account Name.

6) Add a description and other necessary information

Only the items with an asterisk are required, but you can add as many other details as you need.

7) Choose your Save option

You can slick “Save” to save and close this PO, or you can click on the down arrow to see the additional save options: Save as a Draft (to be approved later) or Save & Add New to add another Purchase Order right away.

Questions? Need more help?

Please email support at [e-mail] or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.