Raise your first purchase order

From supplier pick to GRN-ready PO in a few clicks.

Purchases4 min readOpen feature
Raise your first purchase order — screenshot of the feature
  1. 1

    Create the supplier first

    Purchases → Suppliers → New. Capture name, GSTIN, payment terms, and lead time. Lead time feeds the reorder engine later.

  2. 2

    Start the PO

    Purchases → Orders → New. Pick the supplier. Suggested products appear if any are below reorder level for that supplier.

  3. 3

    Add line items

    Enter quantity, rate, and tax per line. You can import from a supplier quote CSV if you have one.

  4. 4

    Send to the supplier

    Use 'Email PO' to send the PDF. The PO number is allocated from the sequence table — it never clashes with another user raising a PO at the same moment.

Related guides

Record a goods receipt (GRN)

5 min read

Require approval for large POs

3 min read

Still stuck?

Every screen has a chat bubble in the bottom right — we reply during business hours.

Back to all guides