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DealerTeam

Create a Purchase Order for Lightning

Goal

Create a new Purchase Order (PO), select the Record Type, and assign a Vendor. These three steps need to be completed before Parts can be added to the PO.

After reading this article will be able to:

  • Navigate to the purchase order
  • Create a new purchase order

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Purchase Order

  1. Click the App Launcher icon.

1.1.png

 

  1. Enter Purchase Orders in the quick find field.
  2. Click Purchase Orders.

1.2 1.3.png

 

Step Two: Create a Purchase Order

  1. Click New.

2.1.png

 

  1. Select record type.
  2. Click Next.

2.2 2.3.png

 

  1. Click the Vendor Lookup icon.
  2. Select Vendor.
  3. Click Go.

2.4 2.5 2.6.png

 

  1. Click Save.

2.7.png

 

Purchase Order

The purchase order is comprised of (a) action buttons, (b) purchase order info, (c) purchase order notes, (d) add part to purchase order, (e) purchase order lines, (f) shipping logistics.

purchase order.png

 

What's Next 

Learn how to Add Parts to a Purchase Order.