Creating a Draft PO#
Tap New Purchase Order and pick a vendor. That’s all Fillet needs to get started.
Your business address must be on file before you can create a purchase order — Fillet uses it as the default delivery address.
Line Items#
A line item is one thing you’re ordering: an ingredient, a quantity, a unit, and a price.
At the Draft stage:
- You can have as many or as few line items as you like, including none.
- Ingredient, quantity, unit, and price are all optional while you’re drafting.
- You can only add ingredients that already have a price on file for this vendor.
- The vendor cannot be changed once the order is created. If you picked the wrong one, delete the draft and start over.
Notes#
Free text, optional. You can add notes while the order is a Draft. Once it moves to Pending, the notes lock.