Create a Purchase Order
A purchase order commits to a supplier before goods arrive or their invoice does.
Create the order
- Go to Purchasing → Purchase Orders → Create.
- Select the supplier and the warehouse goods will be received into.
- Enter the order date and, if useful, an expected delivery date — Biznsbook may suggest one from the supplier's lead time.
- Add lines by search or barcode — description and unit of measure fill in from the item. Set quantity, unit price, discount %, line charge, tax group, and a GL account if your company tracks purchases against a budget.
- Fill in optional header fields as needed: currency and exchange rate, payment terms, credit days, a contact person, a quote or RFQ reference, and a ship-to address if delivery isn't going to the warehouse address.
- Save as a draft, or Save & submit if it's ready for approval.
You can also duplicate an existing PO, import lines from a CSV, or start from an approved purchase requisition.
Planning warnings before you submit
The form may flag, without necessarily blocking:
- Quantity already sitting on another open PO for the same item
- An order quantity below the item's reorder level or minimum order quantity
- An expected delivery date earlier than the supplier's usual lead time
- The supplier's scorecard falling below your company's score floor — a soft warning, not a block
- A budget overrun, where lines use GL accounts tied to expense budgets — this one can be configured to block submission
Review these before submitting; most are advisory rather than hard stops.