## Create a purchase order 1. In ION, go to the **Purchases** page. 2. Click **Create Purchase Order**. ION creates the purchase order and opens its detail page. 3. Set the supplier on the purchase order using the **Supplier** field. 4. In the **Purchase Order Lines** card, click **Add Line**. For each line, set the part, quantity, cost, and any other details for the purchase. 5. Optional: attach a quality clause to a line so the supplier delivers against it. See [Attach a quality clause to a line](https://docs.firstresonance.io/manage-supply-chain/purchasing/create-a-purchase-order#attach-a-quality-clause-to-a-line). To buy a good or service you don’t track in inventory, leave the **Part** field empty on the line, or pick a part whose purchase type doesn’t create inventory. See [Purchase types](https://docs.firstresonance.io/manage-supply-chain/purchasing#purchase-types). You can print the PO at any status, including Draft. Use **Print** in the **More options** menu. See [Manage a purchase order](https://docs.firstresonance.io/manage-supply-chain/purchasing/create-a-purchase-order#manage-a-purchase-order). ## Edit purchase order lines You edit lines directly in the **Purchase Order Lines** card. Line editing is available while the PO is in Draft. Once the PO moves past Draft, the lines card is read-only, so [return the PO to Draft](https://docs.firstresonance.io/manage-supply-chain/purchasing/create-a-purchase-order#manage-a-purchase-order) to change a line. To edit a cell, click it and enter the value. These cells edit inline: **Part**, **Description**, **Supplier Part #**, **Labels**, **Qty**, **Unit Cost**, **Fee Exempt**, **Quality Clauses**, **Need Date**, and **ETA**. **Total Cost**, **Qty Received**, and **Receipts** are calculated and not editable. The **Status** cell shows each line’s status. While the PO is in Draft, the cell opens a menu to **Cancel** a line or return a canceled line to **Draft**. You can’t set a line to any other status. The line-level **Paid** and PO-level **Paid** toggles stay editable even after the PO leaves Draft. See [Mark a purchase order paid](https://docs.firstresonance.io/manage-supply-chain/purchasing/create-a-purchase-order#mark-a-purchase-order-paid). ### Act on selected lines Select one or more line checkboxes to open a toolbar with bulk actions: - **Copy** duplicates each selected line on the same PO. Available only while the PO is in Draft. - **Change Attributes** opens a command bar to set a field or custom attribute across all selected lines at once. - **Add OSP Run** links the line to an outside-process run step. Available when you select one line whose quantity is zero. - **Cancel Line** cancels the selected lines. Available only when every selected line is in Draft. - **Delete** permanently removes the selected lines. Available only while the PO is in Draft. ### Delete a line To remove a single line, select its checkbox and click **Delete** in the toolbar. Deleting is permanent and available only while the PO is in Draft. ## Attach a quality clause to a line A quality clause is a requirement the supplier must deliver against. You attach clauses per line in the **Quality Clauses** cell. 1. In the **Purchase Order Lines** card, click the **Quality Clauses** cell on the line. 2. Search for a clause by its reference name or title, then select it to attach it. Repeat to attach more than one. 3. To remove a clause, reopen the cell and clear the clause from the selection. Quality clauses are defined in Settings. See [Manage requirements](https://docs.firstresonance.io/administration/supply-chain-settings/manage-requirements). ## Comment on a purchase order Use comments to leave notes on the PO or on a specific line. Type `@` in a comment to mention a teammate. - To comment on the whole order, use the **Comments** card on the PO detail page. Enter your note and post it. - To comment on a line, click the message icon in the line’s **Comments** column. A **Comments** panel opens on the side where you can read and add notes for that line. The icon shows a count when a line has comments. ## Add labels to a purchase order Labels are shared tags you apply across ION to group related records. For creating and deleting labels in the shared library, see [Labels](https://docs.firstresonance.io/administration/labels). To add a label, click **Labels** (or **Add labels** when the purchase order has none), then type in the **Search or create labels…** box and select it. To remove one, click the **X** on the label. ## Attach files to a purchase order Attach files such as images, PDFs, and STEP/STP files, up to 100 MB each. 1. On the purchase order, find the **Attachments** section. 2. Add a file by dragging it onto the upload area, clicking to browse, or taking a photo on a device with a camera. To remove a file, click its delete control and confirm. When a file is attached through a file-type custom attribute, the delete dialog offers **Remove from attribute** (keeps the file but detaches it) and **Delete permanently**. ## Mark a purchase order paid The **Paid** toggle sits in the **Purchase Order Lines** card header, next to **Add Line**. Turning it on records the order as paid. Each line also carries its own **Paid** toggle in its row. Both stay editable regardless of the PO’s status. ## Add fees to a purchase order Fees cover charges that aren’t tied to a single line, such as tax or shipping. 1. On the PO, find the **Fees** card and click **Add Fee**. 2. In **Add New Fee**, enter a **Fee Name**. 3. Choose **Fixed Amount** or **Percentage**, then enter the amount or percentage. 4. Save the fee. It joins the **Fees Total** in the **Cost Summary**. Fees can be added or removed only while the PO is editable. To remove one, delete its row in the **Fees** card. ## Add supplier instructions and custom attributes The **Additional Information** card holds a **Supplier Instructions** field for notes the supplier should see, along with any [custom attributes](https://docs.firstresonance.io/administration/custom-attributes) your org defines for purchase orders. ## Set an external reference Set the **External Reference** field in the purchase order’s **Purchase Order Information** section to link the PO to an identifier from another system, such as an ERP PO number. ## Reuse an order To start a new purchase from an existing one instead of building it line by line, open the source PO and click **Duplicate** in the **More options** menu. ION copies the order into a new Draft PO you can adjust and submit. See [Manage a purchase order](https://docs.firstresonance.io/manage-supply-chain/purchasing/create-a-purchase-order#manage-a-purchase-order). ## Manage a purchase order The **More options** menu in the PO header carries actions beyond the status buttons: - **Email** opens an email to the supplier with the PO details. - **Print** opens the print preview, where you can print or save the PO as a PDF. - **Duplicate** creates a copy of the PO you can adjust and submit as a new order. - **Return to Draft** reopens a submitted PO for editing. It’s available once the PO is submitted and before it’s received or canceled. - **Cancel PO** cancels the order and all its lines, under the same conditions as **Return to Draft**. - **Delete** permanently removes the PO. It’s available only while the PO is in Draft.