Creating Purchase Orders

Creating Purchase Orders

So you're ready to create your first Purchase Order. Check out this video on Creating POs or read on below to guide you through the process.



To Create a PO, click the " Create PO"  button to the top right of your PO screen. 

You will then see the window change so we can enter the relevant data. Let's split what we can see into 2 parts. On the PO creation screen we are focusing on 2 parts. The  PO Details and our  order form. 
Please Note: If you want to Create a PO via CSV import, click here!

PO Details
At the top of our new PO screen we want to put in the details of the supplier, delivery address and some defaults.

First select the Supplier to which we are sending the PO to. You can click the drop down menu to select already activated suppliers and click the one you need, or click the green plus icon to add a new supplier. (depending on your Accountancy Software you will either be able to create a supplier in Lightyear that will also create in your accountancy software, or have to create in the accountancy software first and import to Lightyear before being able to use.)

You can enter an Email Address here, which is the email address the Purchase Order will be sent to once the PO has been Ordered. Up to 10 emails can be entered in this field, once you have entered one, click the enter key on your keyboard to enter another one



Clicking the drop down on Supplier, shows me my suppliers that I can select:



If this is a new supplier, I can create it here and set its defaults by clicking the small green plus button.
this will bring me to the Create Supplier window where I can set each of the suppliers details.



The country will default to your profiles country of origin

If you only have one Delivery Address in your Company Settings, this will default upon creating the PO. If you have more than one Delivery Address, the field will be blank and you will need to select or create a Delivery Address, this can be done while creating a PO. 

To edit, first select the Delivery Address from the dropdown list of existing Addresses. A green pencil icon will display next to the field name. Click this!



A popup modal will display with the Delivery Address fields to be edited. Make any necessary changes and click Confirm. 



To create a new Delivery Address, select the dropdown menu and click the green + Delivery Address option at the top.



A popup modal will display to enter the new address details. Once you have entered the necessary details, click Confirm!




Order Form
When you select "Create PO" you either can click on the product box and begin to type a new product code, or select from the drop down menu of your previously stored products that appears beneath. 

1- Select the supplier
2- Begin to type the product code
      or
3- Select the product from drop down menu


Selecting the product from the drop down will have your product defaults already set, and will auto-populate the fields as you previously entered them.
You can also add a new product code by clicking the   option in that drop down menu. This will open a screen where you can fill in the product defaults.



1 - Enter the product code
2 - Product description
3 - Account Code
4 - Location (if applicable)
5 - Projects
6 - Unit Price
7 - Price checker settings
8 - Add product to your listing.

This new product will then appear in the product dropdown menu for future us



When you are ready to Order, you can either order immediately (depending on your permission status) or send to the approval process by clicking the drop down menu:
  1. Approve if the PO is ready and you are the approver.
  2. Send for Approval if the PO needs to be approved by another team member.


These options will change depending on each individual users permission.

Delivery Notes

You can add a customised Delivery Note to the PO. Click within the box to update the information you require.


Attachments

You can also add attachments to the PO if needed. Click the small paperclip icon at the top right of the 'Create PO' page to add an attachment from your computers files.



Or add an attachment later, when you're in the 'Purchase Orders' page click the small paperclip icon at the top right of panel 2 to add an attachment from your computers files.


















      

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