---
title: PURCHASE ORDERS - Add Purchase Order Using Copy / Credit
description: Create a new Purchase Order using the Copy or Copy Credit function
---

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- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) 
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- [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview)
- [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings)
- [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors)
- [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) 
    - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing)
- [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix)
- [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders)
- [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders)
- [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts)
- [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings)
- [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup)
- [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger)
- [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable)
- [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable)
- [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll)
- [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager)
- [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager)
- [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields)
- [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing)
- [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) 
    - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates)
- [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic)
- [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping)
- [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes)
- [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) 
    - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers)

[Back to home](https://cs.geminilogic.com/en/migrated/manual)

1. [User Manual](https://cs.geminilogic.com/en/migrated/manual)
2. Spire User Manual - Purchase Orders

- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) 
    - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks)
    - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger)
    - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales)
    - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory)
- [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire)
- [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview)
- [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings)
- [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors)
- [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) 
    - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing)
- [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix)
- [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders)
- [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders)
- [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts)
- [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings)
- [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup)
- [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger)
- [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable)
- [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable)
- [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll)
- [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager)
- [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager)
- [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields)
- [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing)
- [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) 
    - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates)
- [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic)
- [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping)
- [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes)
- [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) 
    - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers)

# PURCHASE ORDERS - Add Purchase Order Using Copy / Credit

## Create a new Purchase Order using the Copy or Copy Credit function

 

** ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-08-50-25-7199-PM.png) Copy a** **Purchase Order** from another Open Purchase Order:

- from the Purchase Order List window select a Purchase Order
- click ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-08-43-39-3788-PM.png) **Copy**
- make necessary changes as described earlier
- **![Save](https://cs.geminilogic.com/hs-fs/hubfs/Save.png?width=25&height=25&name=Save.png) Save** or ![SaveClose](https://cs.geminilogic.com/hs-fs/hubfs/SaveClose.png?width=25&height=25&name=SaveClose.png) **Save and Close** or ![SaveNew](https://cs.geminilogic.com/hs-fs/hubfs/SaveNew.png?width=25&height=25&name=SaveNew.png) **Save and Create New**

**![PurchasesListCopy](https://cs.geminilogic.com/hs-fs/hubfs/PurchasesListCopy.png?width=688&height=265&name=PurchasesListCopy.png)**

 

![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-08-50-18-0464-PM.png) **Copy / Credit a Purchase Order** from a Purchase History transaction in one of 5 ways: 

1. **![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-08-50-06-8123-PM.png)** Copy a Purchase Order from **Purchase History Module** from the Purchase History list window select the transaction(s) 
     - double-click the Purchase History record - or - click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-50-15-8432-PM.png) **View![PurchaseHistoryListView](https://cs.geminilogic.com/hs-fs/hubfs/PurchaseHistoryListView.png?width=459&height=278&name=PurchaseHistoryListView.png)**
     - from the Purchase Order view, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-50-25-2806-PM.png) **Copy** - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-50-30-4452-PM.png) **Credit**![PurchaseHistoryViewPOCopy](https://cs.geminilogic.com/hs-fs/hubfs/PurchaseHistoryViewPOCopy.png?width=374&height=399&name=PurchaseHistoryViewPOCopy.png)
     - new Purchase Order will open for opportunity to make required changes
2.    ![OpenInventoryIcon](https://cs.geminilogic.com/hs-fs/hubfs/OpenInventoryIcon.png?width=25&height=27&name=OpenInventoryIcon.png) Copy a Purchase Order **from Inventory > Purchasing > History tab** 
     - from the Inventory list window double-click the item to open it
     - select the **Purchasing** tab then the **History** tab:![InventoryPurchasingTabHistoryView-1](https://cs.geminilogic.com/hs-fs/hubfs/InventoryPurchasingTabHistoryView-1.png?width=622&height=236&name=InventoryPurchasingTabHistoryView-1.png)
     - select the transaction, then ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-09-22-04-3587-PM.png) **View** (or double-click on the line to open)
     - from the Purchase Order view, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-51-26-8372-PM.png) **Copy** - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-51-32-7167-PM.png) **Credit**
     - new Purchase Order will open for opportunity to make required changes
3.  ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-09-26-48-1302-PM.png) Copy a Purchase Order **from Vendor > Purchasing tab > History** sub tab or **History Items** sub tab ![VendorPurchasingHistoryItemsView](https://cs.geminilogic.com/hs-fs/hubfs/VendorPurchasingHistoryItemsView.png?width=541&height=276&name=VendorPurchasingHistoryItemsView.png) 
     - select the PO and click  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-29-2023-09-22-04-3587-PM.png?width=22&height=22&name=image-png-Apr-29-2023-09-22-04-3587-PM.png) **View** or double-click to open
     - from the Purchase Order view, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-53-23-4923-PM.png) **Copy** - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-53-31-4136-PM.png) **Credit**
     - the new Purchase Order will open for opportunity to make required changes
4.  ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-09-37-10-6696-PM.png) Copy Purchase Order **from Vendor AP Invoice** (user access permitting)  
     - from the Vendor list double-click to open the desired Vendor
     - click on the **Accounts Payable** tab
     - select the Purchase History transaction from the open items or all items **( ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-54-58-8520-PM.png) Show All) **list
     - click on**![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-08-51-38-7472-PM.png) View Purchase Order**

               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-29-2023-09-38-39-0899-PM.png?width=520&height=244&name=image-png-Apr-29-2023-09-38-39-0899-PM.png)

- - from the Purchase Order View, click on**![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-54-44-8185-PM.png) Copy - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-54-49-5557-PM.png) Copy to Credit**
    - the newly created Purchase Order will open for the opportunity to make required changes

5.    ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-09-40-19-5638-PM.png)Copy Purchase Order **from General Ledger** (user access permitting) - access the                Purchase History transaction in one of 2 ways:  ![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-09-54-59-6005-PM.png)

1. 1. Copy Purchase Order **from GL Accounts** tab

- - - double-click to open an account effected by the Purchase History transaction (ie: Inventory at Cost)![](https://cs.geminilogic.com/hubfs/image-png-Apr-29-2023-09-55-14-9107-PM.png) from the filtered or un-filtered Accounts list (see [Purchase Order List Filters](https://cs.geminilogic.com/en/manual/%20purchase-orders-access-list-functionality#%20PurchasesListFilters)
          - click on the **Transactions** tab
          - select the relevant transaction line, then **View Source** (or double-click to open it)
          - from the Purchase Order view, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-59-16-6961-PM.png) **Copy** - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-03-59-24-7841-PM.png) **Credit**
          - a new Purchase Order will open for opportunity to make required changes

1. 1. Copy Purchase Order **from GL Transactions** tab ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-29-2023-09-53-51-0136-PM.png?width=541&height=208&name=image-png-Apr-29-2023-09-53-51-0136-PM.png)

- - - select the transaction from the filtered or un-filtered list (see [Filters](https://cs.geminilogic.com/en/manual/%20purchase-orders-access-list-functionality#%20PurchasesListFilters)) then click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-04-01-16-0828-PM.png) **Transaction** and select **View Source **
          - from the Purchase Order View, click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-04-01-23-1253-PM.png) **Copy** - or - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-21-2022-04-01-30-1754-PM.png) **Credit**
          - new Purchase Order will open for opportunity to make required changes

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- [Go to Gemini Logic](https://www.geminilogic.com/)
- [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new)
- [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)