Add a New Purchase Order

This article explains how to create a new Purchase Order in Qoyod and walks through the Purchase Orders list page after saving.

What is a Purchase Order

A Purchase Order is a document that expresses the business’s approval to buy products from a Supplier at specified quantities, prices, and terms. Once the Supplier accepts the order, it is converted into a Purchase Invoice inside Qoyod.

Path in Qoyod

Purchases › Purchase Orders › Create Purchase Order

Steps

1. From the “Purchases” dropdown menu, click the (+) icon next to “Purchase Orders”.
2. Enter a description for the Purchase Order.
3. Select the Supplier from the dropdown, or add a new one by clicking (+).
4. Select the products and specify the quantities. Click “Add More” to include additional products.
5. Add the terms, conditions, and notes specific to this order (applied to this Supplier only).
6. Fill in the additional information: attachments, project, and custom fields.
7. Click “Save and Approve”.

Standardize the terms and conditions

To apply the same terms, conditions, and notes to all Purchase Orders, configure them from the general settings.

Purchase Orders page

After saving, you are taken to the Purchase Orders page, which has three parts:

• Chart: classifies Purchase Orders by status (invoiced, open, etc.).
• Search fields: search and filter by multiple criteria.
• Purchase Orders list.