How to Create a New PO from Scratch

Step 2: Create a new PO 

• In a separate tab, open a new PO by clicking the following: Purchasing -> Purchase Orders -> New

Step 3: Enter the vendor name

• Click on the ... beside the Vendor Name and select the new vendor OR if you know the full vendor name (e.g. "Alphabroder Canada"), enter in the full name into the Vendor Name field and hit Enter on your keyboard

Step 4: Enter the Customer's Info into the PO

• Scroll down to the Shipping and Payment section 
• In the Ship-to drop-down, select Customer Address 
• Under Customer, paste in the Customer No. that you copied in Step 1. 

Step 5: Populate the items from the WO into the PO

• Click Actions -> Functions -> Special Order -> Get Sales Order -> Select your WO#

Step 6: Release the Purchase order 

• Click on Release -> Release

Step 7: Email the PO to the vendor

• Click on Print/Send
• Send
• Ok
• Send Email