Creating a new order

1. To start a new purchase order, go to the Dashboard and click Create Order.
2. Choose the appropriate budget by typing in the search box in the Budget Filter.  Alternatively, you can select any recently used budget from the My Recent Budgets section.
   Note: you will only have access to the budgets you have permission to
3. If you wish to split a purchase order across multiple budgets, and have permission to do so, click on Multiple Budget Order.
4. Choose the appropriate creditor by typing in the search box. Alternatively, you can select any recently used creditor from the My Creditors section.
5. Type in the order details, with one item type per row:
   1. Description: The description of the item being ordered.
   2. Expenditure Type: The category of expenditure. See the school Business Manager for the list of types if unsure.
   3. Item Cost (ex GST): Enter the unit price of the item before GST. (If the price includes GST and you do not know what the ex GST cost is, skip this step). Note this is the unit price (e.g. if purchasing 100 pens at $1/pen, the unit price is $1. If purchasing 1 box of 100 pens at $100/box, the unit price $100)
   4. Item Cost (inc GST): Click Attracts GST if the price of the item includes GST. If a price is entered in Item Cost (ex GST), this will be automatically calculated. Otherwise enter the unit price cost including GST.
   5. Quantity: Enter the number of units purchased. This is the number of units purchased, not the total of items that may be in a unit. (e.g. if purchasing 100 pens at $1/pen, the quantity is 100. If purchasing 1 box of 100 pens at $100/box, the quantity is 1)
   6. Click Add.
   7. Keep adding rows of items until the order is completed, then click Next.
6. Where required, either click on the "+" icon for Upload Quotes and upload the quote for the Purchase Order, or for Verbal Quotes and type in the quote details.
7. Enter as many quotes as required, then click Next.
8. Choose the appropriate Delivery Location.
9. In Special Instructions, type any further instructions that may be required (e.g. Attention: Science Lab. Please do not deliver on school holidays etc.)
10. In Internal Notes, enter any additional notes that may be required. This will only appear on the Internal Copy of the purchase order.
11. Where required, click on the "+" icon for Attachments and choose the appropriate file to be attached. Enter as many attachments as required, then click Next.
12. Review Order Summary.
13. If correct, and depending on your approval hierarchy, click either Request Approval or Request Signatory Approval and the purchase order will now go to the Budget Approver or Signatory for Approval.