Creating a Purchase Order

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Creating a purchase order

  • From the Transaction dropdown, select "Purchase Order".
  • Select a Vendor.
  • Select your "Order By" and "Expected Receipt" dates
  • Select "Create Order".


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  • This will Bring up a blank Purchase Order.


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  • To add items to this purchase order, select "New Item" on the left.
  • This will bring up a window where you can select your product,
size, and quantity.


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  • Once you have done this select "Add This Item", and the item
will be added to the P.O.
  • Repeat these steps until you have added all of the items you
would like on P.O.
  • Once you have added all of the items to the P.O.,select
"complete(Done)" from the top.



  • To revisit this P.O.at any time until it has been received, you
can select it from the "Edit Saved orders" table on the left.


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  • you can also save this P.O. as a "Template" for future order by selecting "Save as

Template" from the options across the top.

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  • To access this Template, select it from the "user an order
Template" table on the left.


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  • You can alsocreate a new Purchase order from a recently recived order by
selecting from the "Use a recent Receipt" table on the left.


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