A purchase order can be generated by a purchase requistion or a purchase quotation.
Go to “Requets for Quotations”
![](https://cdn.ziicloud.com/knowledge-base/2023/12/23133200/image-78.png)
Click “ADD”.
![](https://cdn.ziicloud.com/knowledge-base/2023/12/23133424/image-79.png)
Enter the infomation. The ones with “*” are necessary.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28135507/image-376.png)
Setup the tax rule for this quotation.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28173820/image-392.png)
Click “Add a line” to add items.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174119/image-393.png)
Select or search the item with its name or code.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174152/image-394.png)
Choose the unit as needed.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174312/image-395.png)
Enter the quantity. One click on it then you can see the item’s stock in details.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174334/image-396.png)
Adjust the price if needed.
- If the price is uneditable, please refer to Zii Inventory-How to Enable or Disable Price-Changing Permission of Products – Zii Help Center (ziicloud.com).
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174513/image-397.png)
Enter the discount rate if needed.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174532/image-398.png)
Choose the tax type as needed.
- You can refer to Zii Inventory-How to Set Up Tax Type and Rate – Zii Help Center (ziicloud.com) about setting up tax types.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174636/image-399.png)
Leave a remark if needed.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174652/image-400.png)
Click “Save” to save the quotation.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174743/image-401.png)
Click “REGISTER EXPENSES” to register some extra expenses, such as freight, if needed.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174819/image-402.png)
- You may refer to Zii Inventory-How to Set Up Expense Types – Zii Help Center (ziicloud.com) and
Zii Inventory-How to Register Expenses – Zii Help Center (ziicloud.com) for more details about expenses.
Click “SEND BY EMAIL” to email this quotation if needed.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174852/image-403.png)
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174906/image-404.png)
To approve this quotation, click on “APPROVE”.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174916/image-405.png)
And after being approved, a quotation order will transfer to a purchase order.
![](https://cdn.ziicloud.com/knowledge-base/2024/03/28174922/image-406.png)