# Create purchase orders manually 1. Click **Inventory/Purchasing**. 2. Click **Purchase Orders**. 3. Click **New**. 4. On the **Header** tab, enter the purchase order information:

Field	Description
Order No.	The order number. Store Manager can automatically generate an order number, if required.
Order Status	The order status. This value is set by Store Manager. Values include Open, Released, Shipped, Completed.
Supplier Order No.	The supplier's order number, if applicable.
Order Date	The date the purchase order was created.
Date Required	The date the items are required by the purchase order recipient.
Delivery Status	The delivery status. This value is set by Store Manager. Values include Open, Partial, and Completed.
Invoice Status	The invoice status. This value is set by Store Manager. Values include Open, Partial, and Completed.
Reference	Reference information related to the purchase order.
Date Placed	The date the purchase order was placed.
Matrix Layout	Select this option if you want to add matrix items to the purchase order. If this option is selected, on the Items tab you can then add matrix items: Click Add. From Type, select Matrix. From Code, click Browse, select the matrix item, and click OK. Click Save And Close. The Matrix Item dialog displays.
Supplier	The supplier providing the items in the purchase order. Click the browse icon next to the Supplier field, select the supplier from the list, and click OK. The supplier's name and address are automatically added below.
Ship To	The recipient of the items in the purchase order: Store; Customer If you select Customer, click the browse icon, select the customer from the list, and click OK. The store or customer's name and address are automatically added below.
Purchaser	The person who requested or authorized the purchase order, if applicable.
Requisitioner	The person who requested or authorized the purchase order, if applicable.
Terms	The payment terms for the invoice, if applicable.
Invoice Discount	The discount on the invoice items, if applicable. Select one of the following: Nil: No discount. Amount: Enter the dollar amount of the discount. Percent: Enter the percent discount.
Shipping Methods	The shipping method to use, if applicable.
FOB point/Freight	Enter the free on board (FOB) designation in the first field. This indicates who has ownership of the items during shipment. In the second field, enter who is paying for shipping. It is typically prepaid or collect.
Currency/Rate	The currency and rate associated with the Shipping Method.
Min. Order Value	The minimum order amount required by the supplier. The Min. Order Value is red if the amount of the purchase order does not meet the supplier's minimum order amount.
Comment	Comments related to the purchase order, invoice, or shipment.

5. On the **Items** tab, add the items that you want to purchase.

Button	Description
Add	Click Add to add an item to the purchase order. Click the browse icon beside the Code field and search for the item by lookup code or alias. In the Details field, enter any details about the order of this item. In the Quantity field, enter the quantity of the item being ordered. Enter an Order Number, if required. Enter a different Unit Cost, if required. Enter a Line Discount, if required. Click Save And Close. Note: You can also add discounts using the Formula button. g. From Tax Code , select any applicable taxes.
Edit	Select a line and click Edit to edit the line item.
Delete	Select a line and click Delete to delete the line item from the purchase order.
Quick Scan	Click Quick Scan to add an item to the purchase order by scanning it.
Formula	Click Formula to set discounts on line items (by amount or percentage). You can save the discounts for a specific period of time. You can also apply discounts to selected line items or to all line items in the purchase order.
Show Details	Click Show Details to show or hide the details panel to the right. Use the drop-down list to view Ordering Guidance, Sales History, Order History, or KPI data for the selected line item.

6. On the **Charges** tab, add any charges that apply, such as shipping charges.

Button	Description
Add	Click Add to add charges to the transfer order. Click the browse icon beside the Code field to select the charges. In the Details field, enter any details about the charges. In the Quantity field, enter the quantity of the charges being applied. Enter an Order Number, if required. Enter a Unit Price for the charges. From Tax Code, select any applicable taxes. Click Save And Close.
Edit	Select a line and click Edit to edit the charges.
Delete	Select a line and click Delete to delete the charges from the purchase order.

Button

Description

Add

Click Add to add charges to the transfer order.

Click the browse icon beside the Code field to select the charges.
In the Details field, enter any details about the charges.
In the Quantity field, enter the quantity of the charges being applied.
Enter an Order Number, if required.
Enter a Unit Price for the charges.
From Tax Code, select any applicable taxes.
Click Save And Close.

Edit

Select a line and click Edit to edit the charges.

Delete

Select a line and click Delete to delete the charges from the purchase order.

7. Click **Save and Edit**. 8. Click **Release** to release the purchase order. 9. Click **OK** to confirm that you want to release the purchase order. The **Order Status** changes to **Released**. 10. (Optional) Print or email the purchase order. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/creating-purchase-order.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.