Purchase Orders > Place A Purchase Order

To place each purchase order individually you first need to enter the Generate Purchase Orders screen.

Order Details

Own P/O Ref

This will be automatically completed if ordering products for a contract site. Otherwise leave this blank as it will replace the automatic P/O Ref.

Delivery Date

Click the arrow to open a drop down calendar to pick a required delivery date. This must be selected before you can proceed with the order.

Delivery Text

Enter any text note to be shown with the delivery date on the print out.

Shipping Code (Only displays if using Tradeplace)

Select the shipping code that you setup against your supplier.

Placed By

Your EQ username will be completed here automatically.

Send via

Print - Select to print page(s) for filing or faxing

Email - Select to email directly from EQ. Requires e-mail setup to be completed first.

EDI - Only use this if specifically directed for submitting orders online.

Delivery Address

Select from the drop down box. Select Specify to type in a different delivery address directly.

If you have added additional delivery addresses in system configuration they will appear in this drop down too.

Special Instructions

Enter any free text you wish to appear at the bottom of the delivery note paperwork. For example the delivery area at the delivery address.

The Products

All products to be ordered are listed with their quantity. Note you cannot change the quantity. You can remove the tick to leave them off the order.

The Disc % column will be already completed with your supplier discount so that the price on the order (if shown) is your cost price. You can amend the price and/or the discount percentage by typing in the boxes over the original prices.

Place Order

Click the Place Order button when you are ready to proceed.

If printing...

The print dialog will be displayed so you can preview the purchase order to be printed or click Print.
(You can customise the purchase order layout).

If emailing...

The "To" address will be displayed. Click Continue to send your e-mail. If using Outlook or Outlook Express the e-mail will be shown already completed but you need to click Send in the usual way. The email will be stored in your "Sent Items" folder of Outlook/Outlook Express.