Create an Order
Learn how to create, edit, and send off a purchase order in Moselle. This step will also include utilizing all your order details in an order.
Create an Order Setup
On your Moselle dashboard menu, select the Orders option to be redirected to your Orders landing page. To create an order, click on the "Create Order" button at the top right corner. There will be two options available:
Create New Order - Creates a draft order where you can enter lined items, supplier, purchase order details manually
Upload Purchase Orders - Mass upload a purchase order or multiple purchase orders into Moselle.
To learn more about uploading purchase orders, check out our Upload An Order Page
Once selecting Create New Order, you will be directed to the Order Details page. On this tab, you can view your purchase order details, shipment details, order items that were entered, and any additional documents and notes that you want to add and attach to the order.
The Internal Details tab will give you a breakdown of your order management, landed cost total, tasks, and an activity feed that can be used across all users for communication.
Edit your Order
On your Order details tab, click the "Edit Order" button on the right side of the page to begin entering our purchase order details.
At the top of the page you can enter the following information:
A PO identifier, for example "PO-0001"
A Supplier
An Order date
A Currency
Shipment Details
Under your shipment details, you can include a target delivery date of when you expect the order to be delivered. You can always update the target delivery date if needed.
Optionally, you can include a deliver warehouse if connected with Moselle, or enter a custom shipping address. These will appear in your purchase order PDF and CSV export that is sent to your supplier.
To enter a custom shipping address, click on the enter custom address and a slide out will appear where you can enter the location name, and other shipping details.
Adding Items to an Order
Under the Add Item section, you can search for an item by name or sku in the drop down menu. Once selected, you can enter a Unit Quantity, Item quantity, and a unit cost for that lined item. After you entered your lined item, click on the "Add Item" button to add the item to your purchase order.
Unit Quantity - Unit quantity is the amount which each discrete instance of a component/good adds to the total quantity. (Ex. One box of sunglasses contains 100 pairs of sunglasses. Box = unit quantity)
Item Quantity - Item quantity is the number of instances of a component/good. (Ex. A box of sunglasses contains 100 pairs of sunglasses. Sunglasses = item quantity)
After each item you have entered, your lined items will begin to populate under the "Items" table, and will show the details you have entered. If you have made a mistake on a lined item you can update and edit the item on any of the details you have entered.
Updating Items on an Order
Click on any lined items in the "Items" table at the bottom of the page, and that item will appear in the "Add Item" entries. You can then update any of the fields and click on the green "Update Item" button to finalize your entry.
Adding Custom Fields
Custom fields give you the ability to add any additional fields that are not currently included in the "Add Item" entries. Click on the "Add Custom Fields" to include additional entries. For example, color, size, unit of measure, etc. Once added, the custom field will appear in the "Items" table below as new columns.
Notes and File Uploads
At the bottom of the Edit Purchase Order Page, you can enter additional detailed notes of your supplier or manufacturer. Additionally, you can upload any other documents to the purchase order.
Sort Your Purchase Orders
Click on your headers on the purchase orders page to ascend or descend your orders by PO#, status, delivery date, order date, and more.
Export Your Purchase Orders
On the Orders page, click on the export button at the top right corner to export all your purchase orders into one file.
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