I can create a purchase for bulk order

This guide will help you create a bulk order purchase quickly and easily. Follow these steps to manage your orders efficiently.

Step 1: Go to the purchase page and click Add a Purchase.

Step 2: Choose your supplier from the drop-down menu. Default details like port of loading, billing entity, and payment terms will appear automatically.

Step 3: Fill in additional fields like delivery details and contract validity.

Step 4: Add any external comments if needed and upload photos by dragging and dropping them.

Step 5: Enter the creation date and consignee details if required.

Step 6: Select shipment mode as bulk cargo and specify required documents like the bill of lading.

Step 7: Click Next and choose your commodity. Enter its name, estimated quantity, and minimum quantity per hold.

Step 8: Set a tolerance (e.g., 5%) and select your incoterm.

Step 9: Allocate the purchase to a sale, facility, or warehouse, and enter the price.

Step 10: Add an internal note and provide material details like HS code and impurities.

Step 11: Save your purchase. You can also save and create a new purchase or add a new material.

Step 12: View your saved purchases in the list view. Duplicate items or add them to your list as needed.

Updated on: 10/03/2025