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Cloudy Revenue Inventory Knowledge Base

Purchase Order Line Creation Steps

Follow the steps below to create a Purchase Order Line.

Step 1: Open a Purchase Order

Navigate to Purchase Orders and open the required Purchase Order.

Step 2: Open Purchase Order Lines

Go to the Purchase Order Lines related list and click Add Product or New

Step 3: Select Product and Stock Item

Choose the required:

  • Product
  • Stock Item
  • Unit of Measure (UOM)

Step 4: Enter Procurement Details

Provide the required information:

  • Quantity
  • Inventory Quantity
  • Unit Price
  • Unit Cost
  • Vendor Discount
  • Tax Rate
  • Warehouse

Step 5: Save the Purchase Order Line

Click Save to add the Purchase Order Line.