How To Create Purchase Orders

Follow these simple steps to create purchase orders (POs) in BarSight:

• After logging into your BarSight account, head to the Accounting tab.
• Click on Purchase Orders.

• If you haven't set up vendors yet, the system will prompt you to add some. You can skip this if you already have vendors set up.

• Click New Purchase and a new window will open
• Select a vendor from your list.
• If you're entering a purchase tied to an existing invoice, enter the Invoice Number here, or leave it blank if it's a new purchase.

• The next screen will display the newly generated PO number.
• Fill in details like the Order Date, Vendor Invoice Number, and Payment Date.
• Select the Payment Type (cash, check, credit card, direct debit), or add custom payment types by clicking the Payment Types button.

• Click Add Item to input the items you're ordering.
• For new items, enter the name (e.g., "Glassware 12 oz"), the Vendor SKU (optional), and the GL Account for accounting purposes.
• Specify the quantity and unit price, and select any applicable tax rates.
• Click Add Item.
• If you've purchased items before, you can add pre-existing items, and the system will auto-fill details like SKU, price, GL account, and tax.

Once all items are added, you can choose to:

• Print a Purchase Order as a PDF for your records.
• Email the Purchase Order directly to your vendor, with a copy sent to yourself.

And just like that, your purchase order is complete!