---
title: "Adding a Purchase Order"
slug: "adding-a-purchase-order-1"
updated: 2026-09-16T19:13:24Z
published: 2026-09-23T13:20:18Z
canonical: "wiki.cobblestonesoftware.com/adding-a-purchase-order-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Purchase Order

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Adding a Purchase Order**

*Module: Purchase Orders › Purchase Order Details › Adding a Purchase Order*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A new purchase order is created from + Add on the Purchase Orders list, which opens a multi-step **Add Purchase Order** wizard rather than a single long form. The wizard is organized into numbered steps shown as **Step 1 of 7**, with a Sections panel on the right listing every step (**Details**, Ship To, and several configured field groups) and Next / Previous buttons to move between them; **Save as draft** and **Save Record** are both available once the required fields are filled in.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789585804400.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789585994067.png)

# 2. Key Elements

- + Add → Add Contract equivalent for POs opens at /purchaseorders/new
- **Step 1 of 7**, **Details**, starts with **PO Title** (required), PO Date, PO Type, Ordered For, Vendor, and Contact Person
- Sections panel on the right tracks progress across all seven steps
- **Save as draft** keeps incomplete work; **Save Record** finalizes the PO
- A + shortcut next to Vendor allows adding a new vendor without leaving the wizard