{"id":169801,"date":"2023-02-01T09:04:30","date_gmt":"2023-02-01T08:04:30","guid":{"rendered":"https:\/\/guide.jtl-software.com\/procurement\/creating-and-sending-purchase-orders\/"},"modified":"2023-06-14T14:20:37","modified_gmt":"2023-06-14T12:20:37","slug":"creating-and-sending-purchase-orders","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/creating-and-sending-purchase-orders\/","title":{"rendered":"Creating and sending purchase orders"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"creating-and-sending-purchase-orders\">Creating and sending purchase orders <span id='anchor-creating-and-sending-purchase-orders' data-href='#creating-and-sending-purchase-orders' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou want to order goods from your supplier and create and send a purchase order.\t<\/div>\n<\/div>\n<h5 class=\"d-flex align-items-center hl-wawi\" id=\"requirements-restrictions\">Requirements\/Restrictions <span id='anchor-requirements-restrictions' data-href='#requirements-restrictions' class='far fa-link' data-anchor><\/span><\/h5><ul class=\"list-reset ml-3 list-icons list-wawi\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou have created suppliers in JTL-Wawi. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/creating-and-editing-suppliers\/\">here<\/a><\/span>.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou have assigned items to your supplier. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/items\/assigning-suppliers-to-an-item\/\">here<\/a><\/span>.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"purchase-orders-overview\">Purchase orders \u2013 Overview <span id='anchor-purchase-orders-overview' data-href='#purchase-orders-overview' class='far fa-link' data-anchor><\/span><\/h2>\t<p>You have several options in JTL-Wawi to place orders with your suppliers:<\/p>\n<ul class=\"list-reset ml-3 list-icons list-custom-square list-wawi\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tYou can place orders via the purchase list. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/procurement\/ordering-items-from-the-purchase-list\/\">here<\/a><\/span>.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tYou can place orders via request for quotation. Read more on the topic\u00a0<span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/procurement\/creating-and-sending-a-request-for-quotation\/\">here<\/a><\/span>.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tYou can place orders via the <span class=\"highlight\">Suppliers<\/span> area. This option is described in the following documentation.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"creating-purchase-orders\">Creating purchase orders <span id='anchor-creating-purchase-orders' data-href='#creating-purchase-orders' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tClick on the\u00a0<span class=\"highlight\">Procurement<\/span>\u00a0icon in JTL-Wawi.<\/li><li >\n\tIn the category structure on the left, select <span class=\"highlight\">Supplier<\/span>. In the overview you can see all suppliers that you have saved in JTL-Wawi.<\/li><li >\n\tSelect the supplier from whom you want to order. Click <span class=\"highlight\">Order<\/span>. The <span class=\"highlight\">Procurement<\/span> dialogue box opens.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Lieferanten-Bestellen-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Lieferanten-Bestellen-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Lieferanten-Bestellen-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Lieferanten-Bestellen-jtl-wawi-1024x540.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Lieferanten-Bestellen-jtl-wawi-768x405.png 640w\" width=\"1570\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"828\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Beschaffung-Lieferanten-Bestellen-jtl-wawi.png&quot;,&quot;w&quot;:1570,&quot;h&quot;:828}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"4\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tClick <span class=\"highlight\">\u2026<\/span> to open the <span class=\"highlight\">Items<\/span> dialogue box. In this dialogue box, you can select the items that you want to order.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Artikel-waehlen-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Artikel-waehlen-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Artikel-waehlen-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Artikel-waehlen-jtl-wawi-1024x558.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Beschaffung-Artikel-waehlen-jtl-wawi-768x419.png 640w\" width=\"1578\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"860\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Beschaffung-Artikel-waehlen-jtl-wawi.png&quot;,&quot;w&quot;:1578,&quot;h&quot;:860}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p>In the <span class=\"highlight\">Items<\/span> dialogue box, you will only see the items that can be delivered by the supplier.<\/p>\n<ol start=\"5\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tIn the\u00a0<span class=\"highlight\">Selection suggestion<\/span> area, double-click on the items you want to order. They will be added to the <span class=\"highlight\">Selection<\/span>\u00a0area.<\/li><li class=\"media-single-line\">\n\tDouble-click on the <span class=\"highlight\">Quantity<\/span> column to determine the item quantity.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Dialogfenster-Artikel-jtl-wawi-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Dialogfenster-Artikel-jtl-wawi-1.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Dialogfenster-Artikel-jtl-wawi-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Dialogfenster-Artikel-jtl-wawi-1-1024x679.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Dialogfenster-Artikel-jtl-wawi-1-768x509.png 640w\" width=\"1072\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"711\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Dialogfenster-Artikel-jtl-wawi-1.png&quot;,&quot;w&quot;:1072,&quot;h&quot;:711}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"7\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tClick <span class=\"highlight\">Apply selection<\/span>. The items are added to the <span class=\"highlight\">Procurement<\/span> dialogue box.<\/li><li class=\"media-single-line\">\n\tCheck the billing and shipping address for the order.<\/li><li class=\"media-single-line\">\n\tIn the\u00a0<span class=\"highlight\">Delivery date<\/span>\u00a0field, specify the date until which you need the item.<\/li><li >\n\tIn the\u00a0<span class=\"highlight\">Output<\/span> section, select how you want to submit the order. If you have created different templates for your purchase orders, select the desired one from the drop-down menu.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Bestellung-Ausgabe-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Bestellung-Ausgabe-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Bestellung-Ausgabe-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Bestellung-Ausgabe-jtl-wawi-1024x251.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Bestellung-Ausgabe-jtl-wawi-768x189.png 640w\" width=\"1576\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"387\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Bestellung-Ausgabe-jtl-wawi.png&quot;,&quot;w&quot;:1576,&quot;h&quot;:387}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"11\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tThen click <span class=\"highlight\">Save<\/span>.<\/li><\/ol>\t<p>The purchase order has now been created and can be found in the <span class=\"highlight\">Procurement<\/span> area in the <span class=\"highlight\">Orders<\/span> category &gt; <span class=\"highlight\">Being processed<\/span>. Read the documentation on <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/warehouses\/performing-goods-receipts\/\">Performing goods receipts<\/a><\/span> to learn how to proceed when your ordered goods have arrived.<\/p>\n<p>&nbsp;<\/p>\n[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/creating-and-sending-purchase-orders\/\">[&#8230;]<\/a>","protected":false},"author":2,"featured_media":0,"parent":158953,"menu_order":574,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-169801","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating and sending purchase orders &#8211; 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