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Purchase Orders: Adding Products, Notes and Attachments

Once the Purchase Order header is created, you need to list the specific items you are buying. This guide explains how to add products, calculate costs, apply discounts, and attach necessary documentation.

Updated over 3 weeks ago

Step 1: Adding Products

  1. Add Item: Click the Add Item button.

  2. Select Products: Search for and select items from your saved inventory list or quickly create new.

  3. Quantity and Cost: Enter how many you need and the unit cost. The total will calculate automatically.

Below the product fields, you will see a description box. You can use WIZniche's integrated AI service to:

  • Summarize or expand details.

  • Improve grammar and professional tone.

Step 2: Financials

  • Subtotal: View the running total of all line items.

  • Discounts: Click Add Discount to apply a fixed dollar amount or percentage off the total.

Tip: Use the Taxable Item toggle to apply taxes based on your settings.

Step 3: Notes & Attachments

  • Notes: Add internal notes relevant to the order.

  • Attachments: Click the (+) button to upload files (like quotes or specs). Toggle Send with Purchase Order if you want the vendor to see these files.

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.

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