---
title: "Adding a Purchase Order"
slug: "adding-a-purchase-order"
updated: 2024-01-30T19:38:24Z
published: 2024-01-30T19:38:25Z
canonical: "wiki.cobblestonesoftware.com/adding-a-purchase-order"
---

> ## 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

### **Adding a Purchase Order**

**Purchase Orders: Adding POs**

To add a Purchase Order to your CobbleStone® application, navigate to **Purchases** > **Add PO Record**. ![Navigation to the Purchase Order Add Screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20PO%20Record.png)

The **Add Purchase Order** screen displays on which all required and necessary information for the Purchase Order is completed.

![Add Purchase Order screen displays required fields](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Purchase%20Order.png)

- All fields that have a **red asterisk** (*****) next to the field name means that population of the field is required before the record can be committed to the system.
- To add a new Company to the Company list, provided the proper permissions assigned, click **Add Company** at the top of the page to quickly add a new Company name for it to show up in the **Vendor/Customer** drop-down to be selected for this PO.
- To have the record appear on the Vendor/Client Gateway as a public record, change the value of **Collaboration Type** to Public.

**Notes:**

Once a company added via the **Add Company** button but after the PO has been added, go to the new Company's **Company Details** screen to fill out any additional information about the Company that should be recorded. Please see the [**View and Edit Company/Vendor**](https://wiki.CobbleStonesoftware.com/docs/02-view-and-edit-companyvendor) Wiki page for more information about navigating to and editing the Company Details screen.

The fields displayed on the **Add Purchase Order** screen can be added to and modified by a System Administrator or an Administrator with the proper permissions. Please see the [**Manage PO Fields (PO Details Screen)**](https://wiki.CobbleStonesoftware.com/docs/manage-po-fields-po-details-screen) Wiki page for more information about managing fields on the PO Details screen.

Once all required and necessary information is entered, click **Save & Continue** to save the new PO. The **PO Details screen** displays on which a user can view the details of the PO and make any necessary modifications.

![After saving we are taken to the PO Details screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(430).png)

![You can add a Purchase Order from drag and dropping a file onto the highlighted box](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Drag%20and%20Drop.png)

You are also able to add a Purchase Order from a file on any page with the grey Drag and Drop box in the side menu.

After dragging and dropping the file onto the page you will be prompted with a selection of what record type you wish to create. To create a purchase order record you will need to click the **PO** button.

![Once dropped the system will ask the type of record you would like to create](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(6).png)

Then you are brought to a screen to review the file and enter all necessary metadata for the record.