Purchase Orders & Invoices
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      Create recurring purchase orders 

      Overview: 

      • Learn how to create recurring purchase orders. 

      Why create recurring purchase orders? 

      Recurring purchase orders save time by automating repeat purchases and reducing manual work. They ensure accurate orders and support reliable vendor relationships. 

      Note: You’ll need to set up a recurring purchase lines template and assign the template to a vendor before you can create a recurring purchase order.  

      How to create recurring purchase orders? 

      Set up a recurring purchase lines template 

      You’ll first need to set up a recurring purchase lines template. Here are the steps: 

      1. Search for Recurring Purchase Lines on the top right-hand corner of the page. Select the related link. The page displays.  
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      2. Select +New to set up a new recurring purchase. A Standard Purchase Code Card displays.  
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        1. Enter a unique Code and Description for the recurring purchase. 
        2. Add the recurring line items and update the Item No., and Quantity.  

          Note: You can update the item pricing in the purchase order as there may be special prices or discounts to apply.  
      3. You’ve set up a recurring purchase lines template. Next, assign the recurring purchase line template to a vendor.  

      Assign the template to a vendor 

      Here are the steps to assign the recurring purchase line template to a vendor: 

      1. Go to your Vendor Card that is associated with the recurring purchase.  
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        1. Select the Related action menu. Then, select Purchases. From the drop-down menu, select Recurring Purchase Lines. The page displays. 
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        2. Link a recurring template to the vendor. 
      2. You’ve linked a recurring purchasing line template to a vendor card. 

      Note: You can create a purchase order directly from the Vendor Card. Select New Document. Then select Purchase Order. The General section is populated with the vendor’s details.  

      Generate a recurring purchase order 

      Here are the steps to set up a recurring purchase order: 

      1. Set up a new purchase order.

        Note: Complete steps 1 to 9 in the setup of a purchase order. Then come back here to complete the other steps.  
      2. Select Actions. Then select Functions. Select Other. In the drop-down menu, select Get Recurring Purchase Lines.  
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        1. Select which linked recurring purchase line you want applied to the vendor. Then, select OK to continue.  
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        2. The Lines section is populated. You can adjust quantities, dates, or other details specific to the purchase order. 
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        3. Review the order. Then, Release or Post.  
      3. You’ve generated a recurring purchase order.  

      Note: Setting up recurring purchase templates lets you handle repeat orders without re-entering details each time. 

       

      What’s next? 

      Find out how to apply purchase prepayments.  

       

      If you have any questions, please reach out to support@wiise.com