A purchase order is a form you send to your vendor, requesting any items you want to purchase from them. We’ll go over creating a purchase order in this article.
Click the “New PO” button.
Select a vendor for the purchase order by double-clicking on the vendor or type their vendor code into the search bar.
A Purchase Order Options pop-up will ask how you want to start your purchase order.
Include Purchase Requests for This Vendor
This option includes all special orders or sales orders created in Artisan that need to be fulfilled, and any products that have been requested for a customer.
Include All Items for This Vendor
This option includes all products that this vendor sells.
Start With a Blank Purchase Order
This option creates a blank PO that you can add items to.
Click on “Item Search” or hit F2 on your keyboard.
Type in the quantity of the item.
Next, head to the “Shipping” tab (below the “Line Items” tab). Choose your shipping method (Ground, Next Day Air, etc.). Fill out your shipping information.
Next, click on the “Dates” tab. Fill out the fields to determine the date you would like to receive your order.
When you’re finished, press “Save PO.”
A copy of your PO will open. (If you’re using sample data, a “sample” watermark will appear).
This option starts the purchase order off with quantities from recent sales. Input the date range you want (ex. the last 30 days).
Printing Purchase Order
With the Purchase Order open, click on “File,” then “Print” to print the PO, or click on the printer icon.
Exporting Purchase Order
Click on “Report” and “Export,” or the export icon to export the PO as a PDF, XLS document, or other option. Press “OK” when done.
Emailing Purchase Order
Click on “Report,” then “Mail,” or the email icon. In the Mail Report panel, input the email address you’re sending the PO to. Include any relevant information in the body of the email. Press “Send” when finished.
If you want to refresh the report before printing, exporting, or emailing, click on “Report,” then “Refresh,” or the refresh icon. This will regenerate the report with the latest information.
If your report is multiple pages, click on “View” and navigate with these options. (In this example, these options are grayed out because we only have one page in this PO).
Once you’re finished with the PO, you can close out.