Add free text items (goods and services) to a purchase order

Add free text items

Open: Purchase Orders > Purchase Orders > New Purchase Order

Open: Purchase Orders > Purchase Orders > Amend Purchase Order

Go to the Order Details tab.
Add a line to the order and select Free text as the Type.
Enter a Description for the item.
Enter the basic details, such as the quantity and unit price.
To enter more details for the free text item, select More actions > More details.

Enter a Item description for the free text item.

Select the Warehouse where the item will be delivered to.

You can set a requested delivery date for individual items in the order, and also set multiple delivery dates.

If you've already entered a Delivery requested date for this order, that will be used as the default delivery date for each item in this order.

To enter or amend the requested delivery dates for this item:

Select Select Delivery Dates.
Set the delivery dates and quantities for this item.
- To add a new delivery date, select Add, then enter the Requested date and Quantity to deliver.
- You can amend the Requested date or Quantity to deliver for any existing delivery dates.
To confirm the delivery dates, select Save.

You will only be able to save when the Quantity with no delivery date is zero. This shows the difference between the order quantity for the item and the total of each Quantity to deliver that you have entered.

Quantity: Enter the quantity of the item for the order.
Buying price unit: The units that the item is bought by, such as a box, crate or bottle.
Unit price: Check and amend the Unit price if required.
Unit discount %, Unit discount: If the item is discounted, enter the discount as a percentage or as a fixed amount. You can check the item price after the discount in the Discounted unit price.

The appropriate VAT rate for the supplier is displayed.

Check and amend the displayed VAT rate if required.

This is the Cost nominal account used to post the value of the item.

The default nominal account is taken from the supplier account.

Check the Cost nominal account displayed, and select a different account if required.