Create a purchase order

You create a purchase order in three steps. Use an active supplier and trade name from your administration. You need access to the administration and an active Billnado licence.

Step 1: Supplier

Field or setting	Meaning
Supplier	The active supplier associated with the order or receipt.
VAT and address details	Show which customer or supplier you selected. These details cannot be edited directly here.
Project	Links the entire document to a project. You can find this field under References.

Step 2: Document

Field or setting	Meaning
Date	The date of the purchase order.
Comment	An explanation accompanying the document.
Trade name	The active trade name under which you record the order, receipt or delivery.
Internal note	Stores information for your own follow-up.

Billnado assigns the order number according to your administration’s numbering settings.

Step 3: Lines

Field or setting	Meaning
Article	The product you order, or a free description.
Quantity	The ordered quantity. Use a positive quantity.
Unit price	The purchase price per unit, excluding VAT. Use a price of zero or above.
Total	The line value based on quantity and unit price.

The document total adds up the line values.

Additional line details

Open Additional details with Show to view the following fields.

Field or setting	Meaning
Unit	Clarifies the quantity, for example pieces or packages.
SKU	The article code identifying the ordered product.
Project	Assigns this individual line to a project.
Comment	An explanation for this specific line.

Action	Effect
Add line	Adds a new line to the document.
Remove line	Removes a line. At least one line remains.

Create

Create saves the order as a draft. It does not automatically place an order with the supplier. On the detail page, you can manage the draft further and choose a follow-up action.

Related documentation

• View purchase orders
• Manage a purchase order