1.  Click on “Tenant Management” dropdown and select “Purchase Order”

2. Click on “More Action” dropdown

3. Click on “New Purchase Order”

4. Select “Property”, “Service Requests” and “Work Order” from the respective dropdowns

5. Click on “Submit”

6. The Purchase Order is generated

7. Select a vendor or supplier from the dropdown. The vendor information will be generated.  Can also be entered manually

8. Type in the Shipping Method, Terms, Via, and Delivery Date in the respective fields

9. Enter the Item Code, Name, Description, Unit Price, and Quantity. The total will be calculated and displayed in the Total field

10. The Grand Total will be displayed at the bottom. Add discounts, taxes, and other charges in this section

11. Add comments, footers, and private notes in their respective fields (Optional). Click on Submit

12. On the success pop-up page, click on the View Purchase Order Details option

13. Review the newly created purchase order here, or access it later, from “Purchase Order” under the “Tenant Management” dropdown in the left navigation menu

In this video, we covered how to create a purchase order