--- title: A Complete Guide to Placing a Purchase Order in HotWax Accelerator description: Learn how to create and manage purchase orders efficiently with HotWax Accelerator, built on Apache OFBiz. --- [HotWax Accelerator Tutorials ](https://www.hotwaxsystems.com/hotwax-accelerator-tutorials) # [A Complete Guide to Placing a Purchase Order in HotWax Accelerator](https://www.hotwaxsystems.com/hotwax-accelerator-tutorials/a-complete-guide-to-placing-a-purchase-order-in-hotwax-accelerator) Written by [Swapnil Shah](https://www.hotwaxsystems.com/hotwax-accelerator-tutorials/author/swapnil-shah) | Nov 03, 2025 Procurement in HotWax Accelerator (HWA) is built to help you manage the full cycle of purchasing materials, products, and supplies needed across your operations. A purchase order (PO) acts as the formal request for goods from a supplier and becomes the central document that tracks what you are buying, in what quantity, at what price, and when it is expected. In a supply-chain context, the PO helps maintain traceability, ensures clarity with vendors, and provides a structured process for receiving and updating inventory. HotWax Accelerator uses the established procurement logic of Apache OFBiz to manage these activities under the hood. The system relies on Apache OFBiz’s order module. Accelerator builds on this foundation with a cleaner interface, easier navigation, and a workflow that helps you move from PO creation to approval, receiving, and completion with fewer steps. This combination gives you a solid, consistent purchasing process that stays aligned with inventory updates, vendor records, and operational needs. ## **Key Concepts Before You Begin** Before creating a purchase order in HWA, it helps to understand a few core concepts that guide how procurement works inside the system. These elements shape the PO workflow and determine how suppliers, products, shipments, and approvals interact with one another. **Suppliers, vendors, and party setup** Suppliers and vendors are stored in the system as party records with specific roles assigned to them. These roles determine how they participate in the procurement process, such as supplying items, approving actions, or managing purchasing activities. A separate guide covers how suppliers and vendors are created, updated, and linked to products. You can refer to that document for the complete setup process. **Purchase Order (PO): what it represents** A purchase order is the formal request to procure goods from a supplier. Each PO includes header information such as the supplier, currency, billing party, and the facility where items will be received. This header establishes the commercial and logistical framework for the order. **Order line items and quantities** Line items list the products you intend to purchase. Each line captures the item, quantity, unit price, and expected delivery date. HotWax Accelerator supports standard products as well as configurable or alternate items, depending on how your catalog is structured. **Approval and roles in the PO workflow** The PO workflow follows role-based actions. A PO may be created by one user, approved by another, and received by a warehouse operator. These roles ensure that every stage of procurement—creation, approval, receiving, and completion—is recorded and validated. ## **Creating a Purchase Order** There are two ways to create a purchase order in HotWax Accelerator: - Through a Purchase Quote - Through Purchase Order Screen directly ### **Creating PO through purchase quote** **Step 1 - **Open the HWA dashboard and click **Create** in the top-right corner. **Step 2 - **Select **Purchase Quote** under the **Procurement** section. **Step 3 - **Enter the supplier name in the **Supplier** field. To add items, click the **List** icon next to **Search Item** or enter the item manually. **Step 4 - **Search for the item by code, tag, or name. Select the item from the list. Enter the **Quantity**. Click the **Shopping Cart** icon to add the item to the quote. **Step 5 - **Open the **Preferences** section. Select **Valid From** and **Valid Thru** to set the quote’s expiry range. **Step 6 - **Add shipping charges under **Shipping**. Add discounts under **Discount** using amount or percentage. Click **Create Quote**. **Step 7 - **On the quote screen, click **Tags** to add tags for tracking. Add payment details in **Payment Terms and Preferences**. **Step 8 - **Click **Add Preference +** under **Payment Terms and Preferences**. Select the payment method in the popup. Click **Add**. **Step 9 - **Click **Add Term +** under **Payment Terms and Preferences**. **Step 10 - **Fill in the payment-term details. Click **Add**. **Step 11 - **Click **Tags**. Enter the tag values. Click **Add**. **Step 12 - **Open the top-left dropdown and click **Approve**. **Step 13 - **After approval, click **Convert To Order** to generate the PO. (Optional) Click **Print (PDF)** to generate a printable version of the purchase quote. **Step 14 - **Review the PDF output of the purchase quote. **Step 15 - **Click **Email** to send the PO to the supplier. **Step 16 - **Enter the required email details in the popup. Click **Send**. **Step 17 - **Verify the confirmation message at the top of the screen. Click **Print (PDF)** to generate the final PO PDF. **Step 18 - **Review the PDF output of the final purchase order. ### **Creating PO through Purchase Order Screen** You can also create a purchase order directly, without starting from a purchase quote. The steps below show how to do this. **Step 1 - **On the HWA dashboard, click **Create**. Select **Purchase Order** under the **Procurement** section. **Step 2 - **Fill out the PO header fields (supplier, facility, currency, etc.). Click **Create PO**. **Step 3 - **Click **Approve** in the top-left corner. (Optional) Click **Print (PDF)** to download a printable version of the PO. **Step 4 - **Review the PDF output of the purchase order. ## **End-to-End Summary** Creating a purchase order in HotWax Accelerator follows a simple, structured flow. You begin by selecting whether the PO will be created through a purchase quote or directly from the purchase order form. After choosing a supplier and adding the required items, the PO is completed with delivery details, payment preferences, and any additional notes. Once the information is reviewed, the order is approved and, if needed, shared with the supplier as a PDF or email. This process ensures that every purchase request is documented, consistent, and tied to the correct supplier and facility. With clear steps from creation to approval, the system provides a reliable, traceable method for initiating procurement activities across the organization. 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