Creating a purchase order within Xero is easy, please follow this walk-through to learn how.
Xero is a cloud-based accounting software for small and medium-sized businesses. The company has offices in New Zealand, Australia, the United Kingdom and the United States. It is listed on both the New Zealand Exchange and Australian Securities Exchange. Its products are based on the software as a service (SaaS) model and sold by subscription, based on the type and number of company entities managed by the subscriber. Xero was founded by Rod Drury and his personal accountant after they found that traditional desktop accounting software had become outdated and decided to create a modern cloud-based product. Xero Limited was officially formed in 2006 in Wellington, New Zealand where its global headquarters are still located. The company entered the Australian market in 2011, and the United Kingdom and United States in 2012.
Script - From the Accounts tab, select purchases. Choose Purchase Order from the dropdown menu on the New button. Then fill in the fields on the screen; Attach any digital documents to the icon of the sheet of paper. Enter the supplier name, the date and delivery date. Select an item from the inventory items by clicking in the items field or free type into the description, quantity, unit price and account code for each line. Further down the screen, the delivery address has been taken from the details entered under the organization settings. This can be changed by clicking on the blue delivery address link.
Select Add new address to enter an address I want this supplier to always use. Xero will save this address. Select Add one-off address to enter an address just to be used for this order. Xero won’t save this. Select Search from contacts to enter an address held in the Contacts eg if the items are to be delivered directly to a customer. Enter any delivery instructions. Save as a draft using the blue Save button or save as an approved purchase order by using the green approve button.