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How do I create a purchase order (PO)?

You can manually create a purchase order as an alternative to creating one from an uploaded document.

1. Go to Modulr Accounts Payable

AP Dashboard default 2

2. Select 'Add New Docs' in the side menu

Add new docs-1

3. Select 'Create payable manually' in the side panel that appears.

Add manual payable

4. At the top of the create screen, select 'Purchase Order' from the dropdown menu.

Select purchase order drop

5. Choose your supplier

Select supplier

6. Modulr AP will use an auto-incrementing PO number, or you can set one manually.

Order number

7. Complete the item details for the Purchase Order. Make sure you enter the quantity.
Select the item from the dropdown list on the 'Item' field – these items are coming from …

You can add more items by selecting 'Add item' below the first added item.

Item details 2
 

8. Select 'Create'

Select Create

9. Select 'Submit' to push to your Accounting Software. You can make edits to the PO here still (before submitting) by selecting the panels containing the data and updating the fields. Don't forget to select 'Save Changes' after editing.

Select Submit

10. You'll now see further actions you can take on this purchase order. 

Post submission actions