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Creating a Purchase Order

1.Navigate to "Stock Control" > "Purchase Orders"

2.Click "New"

3.Complete the Purchase Order form. Some fields are required, while others are optional. Required fields are marked with a red asterisk.

Tip: Here is a guide to help you understand each field, as you complete the Purchase Order form:

  • Supplier Details

    • Relationship - The individual or organisation that you are placing the Purchase Order with. Type in the name, number or email of the Relationship and click the search button (or use your “Enter” key) to show matching Relationships. You can then select the correct Relationship by clicking on it. If the Relationship does not already exist in Panther, you can click “Create New Relationship” to set up a new Relationship and assign them to the Purchase Order.

    • Supplier Address - The supplier address used for the Purchase Order. You can select from a list of existing addresses for the Relationship, or create a new address by clicking “Create New Supplier Address”.

    • Email - The primary email address used for email correspondence relating to this Purchase Order.

    • Phone Number - The primary phone number used for telephone contact relating to this Purchase Order.

  • Order Details

    • Location - The Location that will receive this Purchase Order. This will affect which Location stock is added to when creating a procurement. NOTE: You can create and configure Locations via: Settings > Configuration > Locations.

    • Reference Number - An optional reference which can be used by you and your team to help find specific Purchase Orders. If used, the Reference Number will be displayed on Purchase Order documents.

    • Due at - An optional field which can be used to set a date by which the Purchase Order should be due.

    • Payment Due - An optional field which can be used to set a date by which payment for the Purchase Order should be due.

    • Tags - You can apply multiple Tags to Purchase Orders. Select from the list of existing Tags, or type in a new Tag and click the “Add new tag” button (or use your “Enter” key). When you start typing a Tag, the list of existing Tags will be filtered to show matching Tags. Tags can help with the organisation and categorization of Purchase Orders.

    • Notes - This is a long text field which can be used to add notes for internal use.

  • Pricing and Payments

    • Currency - Prices for this Purchase Order will be displayed in the selected Currency, both internally, and on Purchase Order documents and emails. A conversion into your default currency will be displayed internally. NOTE: You set up Currencies via: Settings > Configuration > Currencies.

    • Default Price List - If you have multiple Price Lists setup for your Products, then you can select which Price List should be used by default for this Purchase Order. This only affects which Price List will be used by default, you can still select prices from different Price Lists or enter prices manually for each Line Item. NOTE: You can create Price Lists via: Settings > Configuration > Price Lists.

    • Default Tax Rate - If you have multiple Tax Rates setup, then you can select which Tax Rate should be applied by default to taxable Products on this Sales Order. This only affects which Tax Rate will be used by default, you can still select different Tax Rates for each Line Item. NOTE: You can create and configure Tax Rates via: Settings > Configuration > Tax Rates.

4.After filling out the Purchase Order form, click "Create".