Inventory

New Purchase Order

Create a purchase order for goods you are buying.

The New Purchase Order form opens when you click New on the Purchase Order list. It has 4 steps: Order Details, Trade Partner, Routing and Commodity.

Open in Info-X

The screen

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What each number means

1
Page title
Purchase Order — you are creating a new one (the blue New Purchase Order tag).
2
Back
Leaves the form without saving and returns to the Purchase Order list.
3
Submit Order
Saves the purchase order. Required (*) fields must be filled first.
4
Step 1 – Order Details
Step bar: click a step to jump to that section.
5
Step 2 – Trade Partner
Jumps to the vendor, supplier, consignee and warehouse section.
6
Step 3 – Routing
Jumps to the delivery and destination section.
7
Step 4 – Commodity
Jumps to the item lines at the bottom.
8
Collapse section
The arrow on each section header folds it up or opens it again.
9
Purchase Order #
Required. Your purchase order number.
10
Inco Terms
Trade terms such as FOB, EXW or DAP, which decide who pays for and owns the cargo at each stage.
11
Purchaser
The person or company placing the order.
12
Purchase Order Date
The date the order was placed.
13
Vendor
Required. Search for the company you are buying from.
14
Vendor address
The vendor's address. It fills in when you pick a vendor and you can edit it.
15
Supplier
The company that actually supplies the goods, if it is different from the vendor.
16
Supplier address
The supplier's address.
17
Consignee
Who will receive the goods.
18
Consignee address
The consignee's address.
19
Warehouse
The warehouse the goods will go into.
20
Warehouse address
The warehouse's address.
21
Remarks
Free-text notes for this purchase order.
22
Delivered By
Who will deliver the goods.
23
Delivered By Date
The date the goods must be delivered by.
24
Destination
Required. Search for the final destination city or port.
25
Dest. Country
The country of the destination.
26
Items count
How many item lines are on the order.
27
Add Row
Adds another item line.
28
SNO
The line number.
29
SKU Code
Search for the product code. Picking one fills in the item description.
30
Item Desc
What the product is.
31
UOT
Unit of transport, e.g. pallets or cartons.
32
Cases per UOT
How many cases are in each unit.
33
Remaining Unit
Units still to be shipped against this order.
34
Remaining Cases
Cases still to be shipped.
35
Case Count
Total number of cases ordered.
36
Packing
Packing type for the line.
37
Last value
The last column on the line, for example volume or weight, shown as 0.00 until filled in.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

Order Details

Purchase order number, Inco terms, purchaser and order date.

Trade Partner

Vendor, supplier, consignee and warehouse with their addresses, plus remarks.

Routing

Who delivers, the delivery date, destination and destination country.

Commodity

One line per product: SKU, description, units, cases and packing.

How to use it

1On Inventory → Purchase Order click New.
2Enter the Purchase Order # and choose the Inco terms and date.
3Search for the Vendor and, if needed, the supplier, consignee and warehouse.
4Fill in the Destination and delivery date.
5Add an item line for each product (Add Row), then click Submit Order.

Tips

Purchase Order #, Vendor and Destination are required (*).
Use the arrow on each section header to fold sections away while you work.