> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bold-factory.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a purchase order

> Create a purchase order from the assistant or directly record what you agreed with a supplier.

A purchase order turns a procurement need into a commitment with a supplier. You can generate it from a **Purchase assistant** recommendation or create it manually when you already know what to order.

## Choose your starting point

| Option | When to use it |
| - | - |
| Purchase assistant | When you want to calculate and group needs based on stock, demand, and lead times. |
| Manual creation | When you have already agreed on items and quantities with the supplier. |

## Create the order from the assistant

**Path:** **Planning > Purchase assistant > Supplier**

<Steps>
  <Step title="Define the horizon">
    In **Needs up to**, enter the cutoff date for the calculation. The assistant reviews expected demand through that day.
  </Step>

  <Step title="Review the proposal">
    Check current, incoming, and outgoing stock, the reorder point, and the proposed quantity for each item.
  </Step>

  <Step title="Adjust quantities">
    Change the proposal where necessary. Use the reload icon to restore the initial calculation or clear the field to exclude the item from the current order.
  </Step>

  <Step title="Check details">
    Select an item to review **Purchase orders**, **Stock forecast**, and **Consumption history**.
  </Step>

  <Step title="Generate the order">
    Click **Generate order**. Bold creates a draft for the supplier. Open it with **View order** and review its lines.
  </Step>

  <Step title="Confirm the lines">
    Confirm each line when the commitment is firm. The confirmed quantity becomes part of expected supply.
  </Step>
</Steps>

<Tip>
  The assistant groups needs by supplier. Review each line's expected date and quantity before confirming it.
</Tip>

## Create the order manually

**Path:** **Planning > Purchase orders**

<Steps>
  <Step title="Create the order">
    Click **Create new order**, select the supplier, and complete **Order no.**, **Supplier order no.**, **Short description**, and **Notes**, where applicable. Click **Create** to save the draft.
  </Step>

  <Step title="Add lines">
    Click **Add line**. Select the item and enter **Quantity**, **Delivery date**, **Total price**, and **Notes**, where applicable.
  </Step>

  <Step title="Confirm each line">
    Open the line, review the details, and click **Confirm**. The confirmed quantity becomes part of expected supply.
  </Step>

  <Step title="Record arrival">
    When the material arrives, click **Create receipt** from the order or create the receipt from **Warehouse > Receipts**.
  </Step>
</Steps>

<Warning>
  Cancelling a confirmed line removes that incoming stock and can affect planning for other items.
</Warning>

## Next step

<Card title="Receive a purchase order" icon="calendar-check" href="/en/guides/purchasing/receive-a-purchase-order">
  Record the material's arrival and update received quantities.
</Card>


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