Draft a purchase order

A purchase order is a request to buy from a vendor. In Matrise it goes from a draft, to approval, to ordered, to received.

Draft an order

1. Click Parts on the rail, then Purchase orders at the top.
2. Click New order. New purchase order opens.
3. PO number: "Leave blank for the next number, or enter the number from your own purchasing system."
4. Choose the Vendor, or Choose later.
5. Enter Needed by, any Vendor quote or reference, and Notes.
6. For each line, choose the part, or Not a stock part and type a description. Enter the Quantity and Unit cost.
7. Click Add line for more lines.
8. Click Save draft.

Submit it for approval

1. In Purchase orders, click the order.
2. Click Edit to change it, or Submit to send it for approval.

The order shows Waiting for approval. See Approve or send back a purchase order.

Related

• Order parts that are low on stock
• Receive and close a purchase order