Here's how to create a purchase order in NetSuite
The main method used is to create the transaction directly from the Purchase order record.
To create a purchase order:
- Navigate to Transactions > Purchases > Enter purchase orders.
- Enter the required information in the header of the form.
- Add the items at the line level.
- Once completed you can go ahead and save.
You'll notice that the purchase order status will have changed to “Pending Receipt”.
You'll notice here that we also have a status of “Approved by supervisor”. This is due to the fact that this purchase order also required supervisor approval before it could be available for pending receipt.
Purchase orders are placed from the transactions tab, as you've just seen.
The second method to add purchase orders is to use bulk item ordering with which you can enter purchase orders by using either:
- The Demand Planning feature
- The Advanced Inventory Management feature
And that's how you create a purchase order.
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FAQ on Purchase Orders in NetSuite
Q: How do I know which purchase order method is right for my business?
A: If your team creates POs one at a time, the direct-entry method is typically best. If you manage large SKU counts or recurring demand, bulk ordering through Demand Planning or Advanced Inventory Management is more efficient.
Q: Do I need special permissions to create purchase orders?
A: Yes. Users require purchase-related permissions assigned within their NetSuite role. Approval routing may add additional restrictions.
Q: Why does my purchase order show Pending Supervisor Approval?
A: Your account likely uses approval routing. The PO must be reviewed and approved before it progresses to Pending Receipt.
Q: Can purchase orders be created automatically?
A: Yes. When Demand Planning or Advanced Inventory Management is enabled, NetSuite can generate recommended purchase orders that can be reviewed and converted into transactions.