On the New Purchase Order screen you can create a new purchase by selecting an account, Office, Trader, Price list, choosing the document needed to make the purchase, payment method, date and currency. Fields surrounded by blue line are required. The screen is divided into several sections: Account (1), Trade (2), Payment (3), Next Transaction (4) , Additional information (5), Rows (6), Amount (7), Description and Comment (8).
Within the Account (1) section you can select an existing trader (Search) or add a new account (Add). This has the information about whom you are you buying from. When the account is selected, optionally you can also select a Contract or a Client contract.
Then you need to select the Office, Trader and optionally the Price list in the Trade (2) section.
After that you can select edit the options in the Payment (3) section:
| Option | Meaning |
| Tax template | You can select from the tax templates in the system |
| Financial document | Invoice or Expense receipt |
| Payment method | Select the payment method such as Bank, Cash, Cash on delivery and POS |
| Term of payment | Due date |
The Next Transaction (4) section allows you to arrange Delivery or Store-in with a respective date.
You can select Date and Currency in the Additional information (5) section. The corresponding number could be a number used by your trader accounting.
The document number is automatically generated by the system by default. However, you have the option to change this selection and set the number yourself by clicking the Manually set Number option.
The date of the purchase is usually the current date but can also be changed with the calendar button. When the purchase is saved, the date and time are saved too, and all automatically generated documents take these date and time.
In the Rows (6) section you can add individual items, individual services or you can import from an XLS file. The system will calculate the total of your selected items and/or services.
Notice the available check boxes that allow you to show and hide columns from the Rows table:
| Option | Meaning |
| Discount | Shows 2 columns – as an amount and as a percent. It is the discount made within the purchase |
| Total price | With included taxes |
| Warehouse quantity | Quantity in the warehouse |
| Supplier SKU | The SKU (stock keeping unit) in the supplier’s system |
The rest of the columns will always be shown:
| Column | Meaning |
| ID | ID of the item |
| Name | Name of the item |
| Brand | Brand of the item |
| Description | Description of the item |
| Batch | Batch number (if the item is part of a batch) |
| UM | The measurement unit of the item |
| Quantity | The quantity of the item |
| Price | Price of the item |
| Amount | Total amount |
The and buttons allow you to move the rows up and down. The button at the end allows you to edit the row and the button allows you to remove this row from the order
There are also buttons at the top right corner of that table that allow you to enlarge it or to export it to XLS file
The Discount check box allows you to apply a discount to all the items in the purchase order.
The Amount (7) section gives you information about the total amount of the order you are buing.
Optionally you can add a description to your order and/or a comment in the Description and Comment section (8). The comment is for internal use only (within the system) and will not get printed on any documents.
Press Confirm to finish and save your new purchase order.
Press Cancel if you want to leave the screen without saving.