Supplier
Choose the Supplier from the pull down list, or enter a new supplier. Adding new suppliers here will create a new record for the supplier on Suppliers List so you can quickly access every time you create purchase orders.
Date
Select the purchase order date.
Tax
Select the special sales tax exempt option if this is a supplier who is sales-tax exempt (a foreign supplier, for example).
Vendor address
Enter the vendor's address.
Ship To
Enter the address the products should be sent to. Leave this blank if this is not required.
Comments
These comments are printed on the bottom of the purchase order.
Private Comments
These are comments for internal use only - they are not printed on the purchase order.
Purchase Order Items
This is the list of items on the purchase order. Click on the Add button to add a new item, then click within the Item or Description cells to access a drop-menu where you can select an item, or type the name of a new item. Change the Quantity or Unit Value by typing in a new value. Remove an item by clicking the red "X" at the right of the item entry.
When you enter new items here, they will automatically be added to the Items List so you can quickly add them to orders, quotes and invoices later.
Add Flat Discount
Click on this button to add a flat amount as a discount to the entire purchase order.
Add Percentage Discount
Click on this button to add a percentage-based discount to the entire purchase order.
Add Discount per Item
Click on this button to enable the discount column for each item on the purchase order. Line item discounts must be entered as a percentage.
Subtotal
This is the total without the tax calculations.
Total
This is the sales tax, subtotal and total display. If the sales tax calculation is wrong, please see Taxes in the Getting Started section and Options ~ Tax for more information.
Save as Draft
Click on this button to save the purchase order as a Draft.
Record and Fax
Click on this button to Record the purchase order and fax a copy.
Record and Email
Click on this button to Record the purchase order and email a copy.
Record
Click on this button to Record or save the purchase order.