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How do I create a Purchase Order?

Steps

  1. Open “Purchase Order” from the menu.
  2. Create a new purchase order.
  3. Enter a part of the business partner name or number.

    Hint #1: Hit SPACE to see all customers.

    Hint #2: Select one of the shown options with the mouse or

  4. metasfresh saves the progress automatically.

Add new lines

  1. Go to the tab “PO Line” at the bottom of the page and click “Batch Entry” to open the fast order line input.

    Hint: Use shortcut Ctrl + Q

  2. In the field Product, enter a part of the product name or number and click on one of the results.

    Hint: Select one of the shown options with the mouse or

  3. Go to the field Quantity.

    Hint: Use the mouse or TAB key

  4. Enter the quantity and hit ENTER to add the line to the order.

    Hint: Repeat steps 2. to 4. until you have registered all order items.

Complete invoice

  1. Complete the invoice.
  2. Open the PDF preview.

Zur Quelldatei auf github.com