The Purchasing Wizard



The Purchasing wizard helps you select which products and how many of these you want to order in a purchase. The wizard is designed as a progression of steps that are displayed in various orders depending on which selections you make. There are four options to make selections from. You then select which products you are going to purchase, the quantity, and from which supplier you are going to order.

The wizard starts from the purchasing window. Click on the arrow next to the New button and select Create new using purchasing wizard. You can also commence the purchase wizard directly from the desktop.

In this window you define the basis for which products are to be purchased. You can select between the following options:

The window Products to be purchased is shown as inactive in the background until you have ended the wizard for the selection and applied all the necessary settings for the Purchase order proposal. In this window you continue to work with the Purchase order proposal. If there are unprocessed purchases for the supplier, you will have an opportunity here to add the product lines to an existing purchase order.

If you want to Create a purchase based on a sales order you can start a wizard directly from the sales order.


How to create a purchase based on a non-delivered Order

How to create a purchase based on Stock

How to create a purchase for specific Products/Product Groups

How to create a purchase from a Supplier


Read more about:

Products to be purchased

Creating a Purchase based on a Sales Order

The Purchase Module