Cloudy Revenue Inventory Knowledge Base

Purchase Order Creation Steps

Follow the steps below to create a new Purchase Order.

Step 1: Navigate to Purchase Orders

Go to App Launcher → Purchase Orders and click New.

Step 2: Enter Purchase Order Information

Provide the required details such as:

• Purchase Order Name
• Vendor
• Legal Entity
• Contact
• Purchase Date
• Delivery Date
• Payment Terms
• Status

Step 3: Configure Procurement Details

Enter procurement-related information:

• Work Order (Optional)
• Sales Order (Optional)
• Bill of Material (Optional)
• Chart of Account
• Tax Settings
• Vendor Acceptance Status

Step 4: Add Purchase Order Lines

Add the required Products and Stock Items with:

• Quantity
• Unit Price
• UOM
• Warehouse
• Tax Rate

Step 5: Save the Purchase Order

Click Save to create the Purchase Order.