NetSuite offers a robust business management solution that enables you to oversee your entire business through a single platform. A standout feature of NetSuite is its capability to generate and oversee purchase orders. In this article, we’ll walk you through how to create a purchase order in NetSuite.
Step 1: Log in to NetSuite
The first step in creating a purchase order is to log in to your NetSuite account. Once you have logged in, navigate to the “Procurement” tab and select “Purchase Orders” from the drop-down menu.
Step 2: Create a New Purchase Order
To create a new purchase order, click on the “New” button located in the top right corner of the screen. This will open up a new purchase order form. Enter all the necessary information such as the vendor name, item description, quantity, and price.
Step 3: Review and Submit
Once you have entered all the necessary information, review your purchase order to ensure that everything is correct. If everything looks good, click on the “Submit” button located in the top right corner of the screen. Your purchase order will now be submitted for approval.
Step 4: Approve and Process
After your purchase order has been submitted, it will need to be approved by an authorized user. Once it has been approved, you can then process the purchase order. This involves selecting the appropriate payment method and submitting the payment.
Step 5: Track and Monitor
Finally, you will want to track and monitor your purchase order to ensure that it is fulfilled correctly. You can do this by navigating to the “Procurement” tab and selecting “Purchase Orders” from the drop-down menu. From there, you can view all of your open purchase orders and their status.
Conclusion
Creating a purchase order in NetSuite is a simple process that can be completed in just a few steps. By following the steps outlined in this article, you will be able to create and manage your purchase orders with ease.
