Creating a Purchase Order in 10X ERP

Here’s a summary and step-by-step guide for creating, editing, and publishing a Purchase Order in 10X ERP:

To create a purchase order, users can either navigate to Create > Purchase Order or use the Purchase Order menu and select the plus icon. Upon selecting a vendor, default settings auto-populate the header, including options for setting ship and delivery dates to track vendor performance. Items can be added manually or imported from a spreadsheet. Once the order is ready, users can publish the PO, email it with attachments if needed, and make post-publish edits such as updating delivery dates.

• Go To Create > Purchase Order Or Use PO Menu Plus Icon
• Select Vendor To Auto-Fill Header Defaults
• Enter Ship Date And Delivery Date For Tracking
• Add Items Manually Or Use Quick Add To Import From Spreadsheet
• Publish Purchase Order And Send Email With Attachments If Needed
• Edit Header To Update Delivery Date If Vendor Provides A Change