1. Home
  2. Docs
  3. System Setup
  4. Purchase Order Items

Purchase Order Items

You can create pre-defined items to add to your purchase order. PO Items are great for routine purchase to help track expenses. Before you create a new item, make sure you have at least one class, group, and account setup.

  • To create a new item, go to Settings Icon > PO Items
  • Click on Add Item to create a new item record
  • Enter the name of the item, class, group, account, cost, and type
    • The cost is per QTY
  • With your PO Items created, you can select the item when creating a PO for the selected class
  • You can also add custom items to a PO
    • You will have to enter the an account group, account, and type