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Create a purchase order

  1. In ION, go to the Purchases page.
  2. Click Create Purchase Order. ION creates the purchase order and opens its detail page.
  3. Set the supplier on the purchase order using the Supplier field.
  4. Add lines to the order. For each line, set the part, quantity, cost, and any other details for the purchase.
  5. Optional: set a quality clause or term requirement on a line so the supplier delivers against it. See Manage requirements.
To buy a good or service you don’t track in inventory, leave the Part field empty on the line, or pick a part whose purchase type doesn’t create inventory. See Purchase types. You can print a draft PO at any time. The draft watermark is removed once the PO moves past the ordered state.

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Set an external reference

Set the External Reference field in the purchase order’s Purchase Order Information section to link the PO to an identifier from another system, such as an ERP PO number.
Purchase Order Information section showing the External Reference field alongside Supplier and Currency

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Reuse an order with a template

Use the external reference to create purchase templates for common orders, then copy a template to start a new purchase instead of building it line by line. For a walkthrough, see this video on purchase templates.