![Info](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/)
We have a video guide on how to create and send purchase orders using Orders Maintenance in Retailer - 🎬 Orders Maintenance - Creating, Managing and Sending Orders
Creating An Order
- From the main screen of Retailer, click on Stock Maintenance -> Orders -> Orders Maintenance.
- Click on Add Order.
- The Order Number is automatically generated or optionally, you can change it.
- Choose the Supplier.
- Choose the Staff Member entering the order.
- Choose the Date Created, if necessary.
- Enter in a Freight charge and/or Exchange Rate, if required.
- Click on the Notes button to add information about the Order.In the Notes screen, click Add at the bottom to add a note. Select an existing note from the list and click Edit to change it, or Delete to remove it from this quote / invoice.
Adding Stock Items to the Order
- Click on Add Stock To Order.
- Enter the Barcode/PLU or use F6 to search by Supplier Stock Code (SSC), you can also press enter to bring up the stock search
- Enter in the quantity in Qty To Order and press Enter/Tab on your keyboard.
- Click on the Notes column to add notes about the item.In the Notes screen, click Add at the bottom to add a note. Select an existing note from the list and click Edit to change it, or Delete to remove it from this quote / invoice.
- Repeat Steps 2-4 for all other items.
- Click on Save.
- You will notice that the Order Status shows Pending. This means that the Order can be edited as much as you like.
![Info](https://img.zohostatic.com/zde/static/images/info.png)
For more information about editing a pending order, click HERE.
![Idea](https://static.zohocdn.com/zoho-desk-editor/static/images/lights.png)
You can check a stock item's sales history by clicking Stock History to the right in Orders Maintenance. Click HERE for more information.
![Idea](https://static.zohocdn.com/zoho-desk-editor/static/images/lights.png)
Can you edit a stock item's information, such as the Supplier Stock Code (SSC) by selecting it in the grid and clicking on the Stock Details button to the right.
![Info](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png)
You can change the columns displayed by clicking on the orange asterisk (*) box in the column header. Click HERE for more information.
Sending/Finalizing Orders
- Once the Order is complete, click on Print Order.
- In Search Options, select between the following:
- Current Order
- Specific Order -> Enter a specific Order Number
- Supplier/Stock Item -> Choose a particular Supplier or Stock Item
- Specific Order Status -> Choose between different Order Statuses
- Combine Multiple Orders -> Choose a specific Supplier and select the particular Orders to print
- In Visual Options, select the options to customize the look of your order form.
- In Pricing Details, select the options to customize the pricing information on your order form
- Click on Preview to view an on-screen version of the order form or Print to print the order form directly.
- Once you are done, close the screen.
- A screen will then appear asking you to set the pending order as sent. Click Yes to confirm.
![Notes](https://img.zohostatic.com/zde/static/images/file.png)
Once set as Sent, the Order cannot be edited anymore. If you need to make further changes, click on Reverse Order Status.
![Info](https://img.zohostatic.com/zde/static/images/info.png)
If you want to send the order via e-mail instead, click HERE for more information.
![Info](https://img.zohostatic.com/zde/static/images/info.png)
For more information on arriving an order that has been marked as Sent, click HERE.