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Create a purchase order

Turn one supplier's To buy row into a draft purchase order — using the suggested quantities.

Once your par levels are set, the To buy tab on Purchasing groups low items by supplier and suggests quantities. Creating an order is a single click on that supplier's group — or, if you only want some of the lines, tick them first.

Note

Inventory must be switched on for your account for this to appear.

Note

Running more than one location? Pick the location at the top of the page first — it sits above the tabs and stays put whichever one you're on. The To buy list shows that location's shortfalls, and the order you create belongs to it.

Create the order

  1. 1

    Open the To buy tab

    Each supplier you're low on has its own group, with the suggested quantities already worked out from your par levels.

  2. 2

    Click Create order above that supplier's table

    It creates one purchase order for that supplier from every line shown.

  3. 3

    Or tick just the lines you want

    Tick the rows you want and a bar appears above the table saying how many are selected. Create order from selected makes an order with exactly those lines on it. Ticking nothing never means "order everything" — with no selection there is no bar.

  4. 4

    Find it on the Orders tab as a draft

    Switch to Orders — your new order is there, status Draft.

Heads up

Order quantities can't be edited after the order is created. Check the suggested quantities on the To buy list before you click Create order. If a quantity is wrong, fix the par or on-hand level under Stock levels first, or cancel the order and create a new one.

Adjusting quantities

Because the order snapshots what was shown on the To buy list, tweak those figures before you click Create order — not after. Two levers:

  • Change the par level on an ingredient (Stock levels) to change the suggested reorder quantity for the future.
  • Change the on-hand count (Stock levels) so the "how far below par" gap — and therefore the suggested quantity — updates on the To buy list.

Then create the order.

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