In the first step, select the purchase order type:
- Purchase order issued
- Purchase order received
Purchase order placed
Document Type – Issued Order
Issued Order Number – generated automatically after saving the purchase order
Ordering Party – select a customer. For orders issued from a sales order, the ordering party is the customer assigned to the sales order. Clicking on > opens a list with advanced filtering; if the company you are looking for is not listed, use + to create a new one
Orderer’s contact person – select from contacts, or add a new contact by clicking on +
Order – if the purchase order is linked to a contract, select from the contracts registered under the customer
Responsible person – user responsible for issuing the purchase order
Issue date – select the issue date of the purchase order
Delivery date – select the delivery date of the purchase order item
Currency – select the currency. The list of allowed currencies can be edited at Global Settings → Accounting
Price without VAT – calculated based on the prices of items on the order
Price with VAT – calculated based on the prices of items on the order
Description – a description of the order used to identify and search for it
Supplier – select from the list. Clicking on > opens a list of companies with advanced filtering; if the company you are looking for is not listed, use + to create a new one
Supplier contact person – select from contacts, or add a new contact by clicking on +
Purchase order items – are described below in a separate paragraph
Purchase order Received
Document Type – Received Purchase order
Received Purchase order Number – generated automatically after saving the purchase order
Supplier – select from the list. Click > to open the list of companies with advanced filtering; if the company is not listed, use + to create a new one
Supplier Contact Person – select from contacts, or add a new contact by clicking on +
Responsible person – user responsible for accepting the purchase order
Dateof acceptance – select the date of purchase order acceptance
Delivery date – select the delivery date of the purchase order item
Currency – select the currency. The list of allowed currencies can be edited at Global Settings → Accounting
Price without VAT – calculated based on the prices of items in the purchase order
Price with VAT – calculated based on the prices of items in the purchase order
Orderer – select a customer from the list. Clicking on > opens a list of companies with advanced filtering; if you do not have such a company on file, use + to create a new one
Orderer’s contact person – select from contacts, or add a new contact by clicking on +
Purchase order items
To add a new item, click +Add item. In the newly added row, fill in the fields Name, Quantity, Unit, Unit price, and VAT rate. The Total without VAT and Total with VAT are calculated automatically. To remove a row with an item from the purchase order, click 
.