Log into Xero

Creating Brand New Purchase Order:

1. Under Business – go to Purchase Orders
2. Click New Purchase Order (see below to Copy a previous Purchase Order)
3. Start Typing the supplier name, it will auto populate, choose correct supplier
4. Tab over date, and enter your required Delivery Date
5. Type your name into the Reference
6. Tab down to Item and start typing the product you want, it will auto populate, tab through to the next line and repeat
7. Once you have all items choose your delivery address from the dropdown box
8. Type in your name in Attention and type in your best contact number
9. Click Approve and then email the purchase order
10. Ring your supplier to let them know you have sent it through

Copying a previous purchase order:

• Business – Purchase Orders – Billed – Search – Type first part of Supplier Name eg Cava (Cavalier Coffee Roasters) and press enter
• Click on any previous Purchase Order
• Click Options – Copy To – Purchase Order – Create Draft
• Update the quanities, add any missing products, delete anything you don’t need
• Enter Delivery Date
• Continue from Step 7 above.