Step 1: Getting Started
Click on "+ Create": Locate the green button in the app's top navigation bar.
Select Purchase Order: From the drop-down menu, choose Purchase Order.
Step 2: Vendor Details
Search Vendor: Click on the search field and start typing the vendor's name.
Note: Vendors must be pre-created in the Settings/Inventory section of WIZniche.
Shipping Address: Once you choose a vendor, the associated address will automatically populate. You can also edit this manually or use the Street View option to verify the location.
Step 3: Basic Order Details
Order Date: Choose the creation date from the calendar.
By Employee: Choose the name of employee whose sending this PO.
Order Status: The status starts as Pending, but you can adjust it if needed (e.g., to Ordered or Received).
Tags: Select tags from the dropdown list to categorize this expense (e.g., "Urgent," "Q1 Supplies").
Step 4: Generating the PO Number
Click the Save as Draft button.
This generates a unique Purchase Order #.
The status officially sets to Pending with a timestamp.
New buttons will appear, allowing you to Print or Download the order.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.