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Creating a manual purchase order

Learn how to manually create purchase orders in Paragon, select vendors, add products, and manage delivery details.

Table of contents

In Paragon, you can create a purchase order (PO) through several methods, such as basing it on a sales order, vendor invoice, or quote. This guide describes how to manually create a new purchase order.

Selecting a vendor

Open the purchase order module and click the create button. You can select your vendor in three ways:

  • Vendor number: Search directly by typing (part of) the creditor ID.

  • Vendor name: Type a name fragment. For example, searching for "Jong" will show all vendors with "Jong" in their business name.

  • All fields: Click the ellipsis (...) to search across all master data fields.

Tip: If the vendor doesn't exist yet, you can click create a new vendor directly from this window.

Completing the header

Once the vendor is selected, verify the transaction date (defaults to today). You can also enter an expected delivery date and your reference.

  • Ship to address: Use the blue triangle icon next to the address to select a different warehouse or add a new delivery location.

  • Additional fields: Click the more tab to fill in details such as delivery terms or prepayment invoice numbers.

  • Reference: Any reference entered here will be printed on the documents and included in the journal entry description within Minox Online.

Selecting products

Click the blue plus icon (+) at the bottom left to add items.

  • Search: Quickly find items by part of the product number or name.

  • Group by: To make selection easier, click the hamburger menu next to a column like product group and select group by product group.

  • Add multiple: Select multiple products at once and click the accept icon to add them to the order.

Quantities and product details

Use the Tab key to move through the lines and update quantities and prices.

  • Edit description: Right-click a line and select detail attributes to change the document description.

  • Stock check: Use the columns tab on the right to add the inventory field; this allows you to see current stock levels while you order.

  • Remove lines: Right-click a line and select delete line to remove a product.

Finalizing and sending the order

  1. Notes: Add any internal or external notes at the bottom.

  2. Discounts: Click the question mark next to PO discount to apply header-level discounts.

  3. Save: Click the floppy disk icon in the bottom-right corner.

  4. Issue: Click issue to finalize the document.

  5. Send: Click print for a physical copy or email to send the PO directly to the vendor via a pop-up window.

Important: Do not click complete manually. The PO is automatically marked as completed once the receipt (goods entry) is finalized.