> For the complete documentation index, see [llms.txt](https://manual-v2.firstresonance.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://manual-v2.firstresonance.io/supply-chain/readme/create-purchases.md).
# Create Purchases
### **Step 1: Initiate Purchase Order** [0:00](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=0)
* Open the ION system.
* Click on 'Create Purchase Order' to start the process.
### **Step 2: Assign Procurement Agent** [0:15](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=15)
* Assign the purchase order to yourself or the designated procurement agent.
### **Step 3: Fill Out Purchase Order Details** [0:21](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=21)
* Add relevant labels to the purchase order.
* Enter all necessary details including:
* Supplier information
* Default terms
* Billing and shipping locations
* Specific supplier instructions.
### **Step 4: Add Purchase Order Line** [0:55](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=55)
* Click on 'Add Line' to include items in the order.
* Select the part you wish to order.
### **Step 5: Set Quantity and Cost** [1:08](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=68)
* Specify the quantity of the item.
* Enter the cost of the item.
* Optionally, click the info button to view historical costs for reference.
### **Step 6: Specify Need Date** [1:32](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=92)
* Enter the expected need date for the order.
### **Step 7: Add Quality Clauses, Bulk Update Attributes, Add SNs** [1:45](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=105)
* Include any quality clauses or additional attributes as necessary.
#### Bulk Updating
1. You can bulk update attributes across PO Lines by selecting the lines you need to change, and selecting change attributes.
2. From there, select the attribute you want to bulk update, and update that attribute across all PO lines.
#### Autogenerate or Manually Update SNs and Lot numbers
Select the inventory and hit Generate SNs as seen below. This will generate SNs for all selected inventory on the PO line.
In addition you will have the ability to manually update the SN or Lot number per inventory line.
### Step 8: Copy PO Lines
You will also have the ability to copy PO lines by simply selecting the PO line you want to duplicate and hitting copy in the bottom floating toolbar.
### **Step 8: Add Fees** [1:52](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=112)
* If applicable, add any fees such as sales tax (e.g., 8%).
* You have too options, fixed which is a fixed amount, or percentage which is a percentage of the PO line subtotal.
{% hint style="info" %}
You can change the PO Line subtotal by selecting Fee Exempt on PO lines to not include them in the subtotal.
{% endhint %}
### **Step 9: Review Summary and Attachments** [2:06](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=126)
* Review the summary of the purchase order.
* Upload any necessary attachments or documents.
### **Step 10: Submit for Approval** [2:19](https://loom.com/share/dbcefa0d4b0149dbb8a766bc7f27c466?t=139)
* Submit the completed purchase order for approval.
#### Cautionary Notes
* Ensure all details are accurate before submission to avoid delays.
* Double-check the assigned procurement agent to ensure proper accountability.
#### Tips for Efficiency
* Use historical cost data to make informed decisions on pricing.
* Keep supplier instructions clear and concise to avoid misunderstandings.
* You can also duplicate a PO by selecting Duplicate in the overflow menu at the top of the Purchase.
#### Link to Loom
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://manual-v2.firstresonance.io/supply-chain/readme/create-purchases.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.