Creating a Purchase Order

Purchase orders are a great way to create an order for stock from your supplier, that you can then send to the supplier to fulfil. Once you receive your order, you can then fulfill and receipt the stock into Zulu.

Wanting to receive stock instantly? Consider using the "Product Delivery" feature instead.

1. Go to the ‘Inventory’ tab, and click ‘Purchase Orders’
   

2. When you see the purchase orders list show, click the "Add New Purchase Order" button
   

3. Once you have loaded the new purchase order tab, you will see a new page outlining the key inputs to create a new order:
   
   
   

4. As displayed in the sample (above) you can enter:
   
   

• Supplier: Type & search for the supplier that this order should be issued to

• Date: The date of issue for the order

• Expected Delivery Date: The date you expect to receive the order (optional)
  

• Customer Reference: A custom reference you can give for this order (optional)
  

• Purchase Order Number: Automatic incremented number for each new order

Important notes when creating a purchase order:

* Pricing for products is copied over based on the products current 'cost price' set

* When you select SKU's, these are not automatically filtered by the supplier you have selected for the order. Ensure you select the correct SKU's for that supplier

    5. At least one line item is required for a sale quote, you can enter for each line:

• SKU: Stock keeping unit / product code reflecting product to be ordered

• Description: Basic description of the line item to be order

• Unit Price: The price charged by the supplier for the specific line item

• Quantity: The number of units to be ordered for the specific line item

• Discount %: The unit price percentage discount to apply to the ‘Unit Price’ colum
  
  

6. Enter any additional notes to go on the order internally and/or on the suppliers order printout

7. Once the line(s) have been entered, you can then finish the order by pressing:

• ‘Save & Park’ - Saves the order as a 'draft'

• ‘Complete’ - Saves and completes the order, ready to be sent to the supplier and subsequently fulfilled

Note: Once saved, you then can print out / email the purchase order direct to the supplier.