How to Create Purchase Orders in Zoho Books

To create a new purchase order:

Go to Purchases > Purchase Orders.
Click the + New button in the top right corner of the page.

Fill in the required details.

Fields	Description
Vendor Name	Enter the name of the vendor for whom the purchase order is created.
Deliver To	Choose if you are going to create the purchase order for an Organization or for a Customer. Select the address to which the items in the purchase order should be delivered.
Purchase Order #	Enter a unique number for your purchase order.
Expected Delivery Date	Select the Date on which the items are expected to be delivered.
Date	Select the date on which the purchase order is created.
Shipment Preference	Enter the mode of shipment you prefer, i.e. Cargo, Air etc.

Click Save as Draft or Save and Send.

Insight: In the Purchase Order# field the purchase order number is generated by default. If you wish to enter a purchase order number manually, click the Gear icon next to the tab and a pop-up will appear from where you can select between auto-generated quote number or the manual entry of purchase order numbers.

Add Items in Bulk

You can add multiple items and update their quantities in bulk. Here’s how:

Click + Add items in bulk below the item details.
Select the items and enter their quantities.
Click Add Items.

After entering the required details, click Save.

Create Purchase Orders from Vendors Module

You can create a purchase order directly from the Vendors module. Here’s how:

Go to Purchases > Vendors.
Select the vendor for whom you want to create a purchase order.
Click New Transaction in the top right corner of the page.
Select Purchase Order.
In the page that follows, enter the purchase order details and save it.