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Creating a Purchase Order
Creating a Purchase Order

Learn the basics of creating a new Purchase Order

Andrew Homer avatar
Written by Andrew Homer
Updated over a week ago

Purchase Orders are quick and easy to create in Omono, please follow the simple steps below to learn how to create a purchase order, add line items, create deliveries, email and print.

Creating a Purchase Order

IMPORTANT NOTE: The supplier must be setup within the Companies module before it is possible to create an order, click here to learn how.

  1. Select Purchasing using the navigation bar on the left.

  2. Click on the ➕ icon located in the toolbar and select Purchase Order.

  3. Enter the Supplier name.

  4. Select a Contact using the drop-down or click the ➕ icon to add a new one (When adding a new contact, enter the details into the modal and click ✅ at the top of the modal to save).

  5. Select a Delivery Address.

  6. Enter a Reference Number.

  7. The Buyer is automatically selected as the logged in user but there is the option to change this to another user if required.

  8. Click ✅ at the top of the modal to save.

Adding a Line Item

IMPORTANT NOTE: The stock item must be setup within the Stock module before it is possible to add it to a purchase order, click here to learn how.

  1. Click on the ➕ icon located in the toolbar and select Line Item.

  2. Start typing either the Part Number or Title into either of the text fields within the modal and select the part you wish to add.

  3. The Description is pulled through from the stock item, this can be amended if required.

  4. Optionally enter a Tag Number, this will be displayed below the description and is searchable using the filters.

  5. Enter the Quantity. The system may suggest a quantity if the stock item has a MOQ or requires stock for active orders.

  6. The Purchase Analysis Code is pulled through from the stock item, this can be amended if required.

  7. Enter a Price if it hasn't been pulled through from the stock item cost price or via supplier pricing.

  8. The Tax Rate is pulled through from the stock item, this can be amended if required.

  9. Click ✅ at the top of the modal to save.

Creating a Dispatch

It is possible to create a single delivery or multiple dispatches, however all items must be fully allocated to a delivery before the order can be made active unless the order has been setup as a Call Off.

  1. Click on the ➕ icon located in the toolbar and select Delivery.

  2. Select a Delivery Date.

  3. Allocate the required items and quantities to the delivery.

  4. Click ✅ at the top of the modal to save.

Emailing a Purchase Order

  1. Click Options located in the toolbar.

  2. Select Email.

  3. The main recipient is the person selected when creating the order, if you click on the "To" field you can select additional contacts, CC and BCC can be selected by clicking Advanced.

  4. The Subject text is pulled through from the purchase order email template.

  5. The Message text is pulled through from the purchase order email template.

  6. Click on the 📎 at the top of the modal to add any attachments.

  7. Click the ✅ below the document you wish to attach, then click ✅ at the top of the modal to confirm.

  8. Click Send Email, this will change the order status from Draft > Active.

Printing a Sales Order

  1. Click Options located in the toolbar.

  2. Select Print, a PDF copy will be downloaded to your device, this will change the order status from Draft > Active.

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