Purchase Orders

Buyer generates the purchase order in order keep track of purchases. A purchase order document is generated by the buyer and will have description of the product, product amount, quantity of the product and terms associated with the purchase order.

New Purchase

Details which can be enter in New Purchase are in three segments. Those are Vendor, Purchase and items.

Vendor

  1. Go to Purchases
  2. Click on Purchase Orders
  3. Then click on New purchase
  4. Click on Vendor field
  5. Select the Vendor from the dropdown menu

Purchase

  1. Enter purchase order number
  2. Enter date by selecting from the calendar
  3. If the terms was updated when vendor contact was added due date should automatically added
  4. Add the name of the person who is sending the purchase order
  5. Change the terms if needed
  6. Give the reference
  7. You can upload documents by clicking upload filed

Line Items

  1. Select the item from the dropdown menu
  2. Once the item is updated, description, Quantity, and rate will get updated automatically
  3. If tax was updated when item was created, Tax field will get updated automatically
  4. If not tax needs to updated manually
  5. Change the description, quantity and rate
  6. Update the tax if tax was not updated automatically
  7. If quantity or rate was changed amount should also change
  1. Enter additional notes and terms if needed
  2. Want to give discount you can enter it in the discount field as in percentage
  3. Need to enter shipping charges you can enter that as in amount in shipping charges field
  4. You can save the purchase order by clicking save as draft
  5. You can send the purchase order by clicking save and send
  6. Email window should open
  7. Verify all the info in email window
  8. Attach documents if needed
  9. You can cancel the mail by pressing back
  10. Or you send the email by clicking send option