ManageEngine ServiceDesk Plus 8.0 :: Admin Guide

Creating a New Purchase Order
To create a new purchase order,
ManageEngine ServiceDesk Plus 8.0 :: Admin Guide
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane. This opens the purchase order list view page.
3. Click the New Purchase Order button available in the Purchase Order block. (OR) Click
Quick Actions button in the home page --> click Purchase Order
option under Create New option as shown below,
This opens the Add
Purchase Order form. By default, the status of the Purchase Order while adding will be New
PO, after which the status changes to Open.
4. Specify the Order No in the given field. For ex: 140. This is mandatory field.
5. Enter the PO Name say, Purchase of monitors, and the Required By Date by invoking the
calendar icon . The PO name in mandatory field.
6. Select the Vendor Name from the combo box. This is mandatory field. If the specified vendor
name is not available in the list, click Add New link adjacent to the Vendor field and
specify the vendor details like Name, Contact Information and Contact Person of the vendor.
Click Save button to save the details.
7. Select the Shipping and Billing Address from the combo box. You can also add the
shipping and billing address by clicking the Add New link . Enter relevant details in the
pop up window.
8. On selecting the Vendor, the corresponding Product Type and Products gets populated in
the combo box. Select the Product type and the Products, the items gets listed one below the
other along with the price details. You can also add new product to the specified vendor by
invoking the icon beside the product combo box. This opens the Products Details pop up
window. Specify the Product Name and the Product Type of the item which are mandatory
fields. Specify the Part No and the Price of the item in the given fields. Click Save, the item
gets added to the list.
9. By default, the check box beside the item will be enabled. Specify the price of the item if it is
not mentioned and the quantity of items to be ordered in the text box. The cost calculations of
the item changes accordingly to the number of items purchased.
ZOHO Corp. 271