PURCHASE ORDERS
navigation basics
To navigate to the Purchase Order module, us the main navigation menu on the left hand side of the screen to select Purchase Orders.
To quickly navigate to a customer, begin typing the name of the customer in the Customer Lookup field then use the drop down to identify the record you are looking for. Click on that record to navigate to the record.
To quickly navigate to a specific Purchase Order, type the number of the Purchase Order in the ID Lookup field then hit Enter to navigate to that record.
Click on the New button (box with yellow asterisk) in the upper right hand corner of the screen. From the customer pop-up screen, double-click on the customer you want to use to begin.