In this tutorial, we guide you through the process of creating a purchase order in NetSuite. From selecting your project to finalizing your PO for approval, this video covers all the essential steps you need to know to streamline your purchasing process.
Key Timestamps:
0:00 – Introduction: Creating a Purchase Order in NetSuite
0:08 – Step 1: Finding and Selecting Your Project
0:25 – Navigating to the Project’s Estimate Tab and Budget
0:48 – Step 2: Selecting a Line Item to Create a PO
1:08 – Creating an Order and Selecting a Vendor
1:52 – Step 3: Customizing the Purchase Order (Adjusting Quantity and Rate)
3:16 – Adding Additional Line Items to the PO
4:01 – Reviewing and Finalizing the PO Details
4:33 – Editing the PO After Creation (Location and Memo Updates)
5:30 – Setting the Delivery Date and Ship-To Address
6:16 – Saving the Purchase Order for Supervisor Approval
6:45 – Previewing and Printing the Purchase Order
7:02 – Final Review: Downloading and Sending the PO to the Supplier
This step-by-step guide will help you efficiently create, customize, and finalize your purchase orders in NetSuite, ensuring smooth purchasing operations for your business.
