Purchase Orders: Create and submit

This section follows a purchase order from draft to sent on Orders → Purchase Orders. Create a PO by hand or from a demand forecast, adjust its lines, then approve it and send it to your supplier. Getting the supplier's confirmation is in Confirm with the supplier, and closing a PO is in Receive.

To…	Go to…
start a draft purchase order and add line items	Create a purchase order
turn a demand forecast into supplier purchase orders	Create purchase orders from a demand forecast
change a PO's details, quantities, and unit costs	Edit a purchase order and its line items
record the agreed trade term and see who pays and carries the risk	Set the Incoterm on a purchase order
approve a PO and send it to your supplier	Approve and submit a purchase order
add notes, tags, and custom fields, and review the activity log	Notes, tags, custom fields, and the activity log
set PO numbering and the defaults new POs start with	Set purchase order numbering and defaults
turn a supplier's order sheet, PDF or photo into a draft PO	Create a purchase order from a supplier document