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Create a new master purchase order

This is part of the Purchasing Add-on Module.

Master purchase orders allow you to make a large volume order with a vendor and then release individual purchase orders off with their own shipments.

  1. Navigate to Purchase icon Purchasing, then master purchase order icon Master Purchase Order.
  2. Click on Add New icon New Order.
  3. Select the Expected Date you anticipate the balance of product to be shipped, then select the vendor to purchase from by using the column search bar provided. Click once to highlight the vendor, then click Add. If you don’t see your vendor, you must add them to the vendor list first.
  4. Review and complete the information on the top half of the order. See the Detailed Master Purchase Order Description for the meaning of each entry field and tab.
  5. Add items to the order in one of the ways available.
  6. Add any estimated freight and/or other costs (*optional). Costs added on the master order will carry through on all released purchase orders.
  7. You can print master purchase order reports or email a report to the customer.
  8. Items from a master purchase order can be projected to show up in your inventory using projection icon Add to Projections (*optional). This is generally used to show your sales team what is anticipated to be received so they can run availabilities and/or pre-book orders against the items. Learn more about how this option works.
  9. When you are ready, you can release some items off onto a single purchase order.
  10. The master purchase order will be updated to reflect each time a purchase order is released and posted and will remain in Open status and editable until you set the master order complete.

Tip: eGrow Connect master purchase orders contain a lot of functionality. In a purchase order you can: