Purchase Order
The main purpose of the "Purchase Order Module" is to efficiently handle the entire lifecycle of purchasing orders within your organization. This specialized module functions as an integral tool that manages all aspects of purchasing, including essential tasks such as creating, managing, processing, generating, sending, receiving, and tracking purchase orders.
Creating a Purchase Order - Navigate to Billing - Select Purchase Order - Click the Add Purchase Order
Basic Information: - Enter the name of the Purchase Order - Stock Status is auto-generated and set at (Created – Open). The status of the purchase order will be managed automatically based on the transactions. - Enter the Purchase Order date
- Set Due Date
- Select Project if applicable
- Select Opportunity if applicable
- Select Vender
- Select the Quote
- Select an Invoice to go along
- Assign the Purchase Order
Item Details - Select Tax Region - Select Tax Mode - Select Currency
- Select Product
- Enter Quantity
- Enter Discount (if applicable)
- Net Price and Total are auto-calculated
- Add more Products and Services from - specified buttons (if applicable)
Totaling: - Totals are calculated and displayed as shown below - Charges and Pre Taxes totals are also shown - Click Tax(+) to add tax if applicable
Received and Balance are shown
Terms & conditions - Select the Terms & Conditions (if applicable)
Description: - Add a description if applicable