Purchasing - Create a PO

The Purchasing module allows you to manage and track orders placed with suppliers directly within YMS. Follow the steps below to create a new Purchase Order.

Create a Purchase Order

1. Navigate to the Purchasing module and click the “+ New Entry“ button.

2. Enter the name of the new purchase order.

3. You can also enter additional details such as Order Number, Supplier, Status and you can add any relevant notes to the description box. These fields are optional but recommended to help with tracking and reporting.

4. Click Create to save the new PO.

5. Once you have created the Purchase order you can now add Line Items & upload attachments.

Top Tips

• Use the Attachments tab to upload comparative quotes or supplier documents for future reference.

• Use the Photos tab to attach images such as payment confirmations or proof of receipt directly from your mobile device.

• Keep your Order Status up to date to track which POs are active, completed, or on hold.