Overview
Use Laywork’s Purchase Order screen to request goods or services from a vendor, set delivery expectations, and record costs for future billing.
Steps
Navigate to Purchase → Purchase Order.
Click Add Order.
In the Purchase Order form, fill:
Order Number (auto‑generated, e.g. PO#001)
Select Vendor (required) and Currency
Exchange Rate (pre‑filled or edit for multi‑currency)
Order Date and Expected Delivery Date
Delivery Address (choose from vendor addresses)
Calculate Tax rule (Before/After Discount)
Delivery Status (Not Started, In Transit, Delivered)
In the line‑item grid, for each item:
Enter Description or select a saved Product
Set Quantity, Unit Price, and Tax rate
(Optional) attach specification files per line
Click Add Item to include more lines
Enter Note for Recipient and Terms and Conditions.
(Optional) attach overall PO file under Add File.
Click Save. The PO appears in the list with status “Unbilled” and “Not Started.”
Tips
Pre‑define Products under Purchase → Products for faster line‑item entry.
Use clear, standardized item descriptions to avoid vendor confusion.
Set realistic expected delivery dates to manage inventory planning.
Troubleshooting
Save button disabled? Ensure required fields (Vendor, Currency, Order Date, Expected Date) are filled.
Line items not adding? Click directly on “Add Item” after filling the last row’s fields.
Wrong totals? Verify exchange rate and tax‑calculation rule.