Quick Start: Create and Send a Purchase Order

The short version of building an order and getting it to your vendor. (First time with this vendor? Set them up first: Quick Start: Set Up a New Vendor.)

Build it

1. Dashboard → Purchasing → Create Manual Purchase Order. (Or type "create po" in the search box.)
2. Pick the vendor at the top.
3. Add items — scan a barcode, or use Add Item to search by name or ID.
4. For each item, set the quantity and check the cost. Update the cost if the vendor's price changed.
5. Add shipping or tax/tariff lines if you need them.
6. Click Save.

Let TORO build it for you (optional)

Instead of step 1, use Create Analytic Purchase Order to have TORO suggest what to reorder from your sales history and stock levels. Review it, adjust, and save.

Send it

• Click Send Order To Rep to email/text it to the vendor's rep and mark it Ordered.
• Or click Email & Print to email or print/export it yourself.

Placed the order outside TORO (phone, at a show)? Use Convert PO to Already Ordered to record it without sending anything.

Then what?

The order now shows as Ordered on the Purchase Order screen, so everyone can see it's on the way. When the boxes arrive: Quick Start: Receive a Shipment.