To create a new purchase order, in the main page, Go To Purchase Order > New
Important fields in the Purchase Order:
Location: Select Location of the transaction. To know more on Location refer Location. You can make this field auto populate based on user logged in. To know more on user - location mapping refer User Location Mapping. Note, the list of locations will appear only when you type first few letters of the location and then press SPACE key.
Ship to Location Address/ Drop ship To customer:If the order is intended to be drop shipped to a customer, you can select drop ship option.
a. Search Product by: You can search the product that you want to add it to the purchase order line either by its name or SKU or Product Code. By default search will be set to search by name, you can manually change it to either SKU or product code or you can change the default to any of these methods so that you need not keep changing the search method.
To change the default search method, Go To Setup > Apps > Packaging > Installed Packages > Click on Configure in Arka Inventory > in General section > Type 'Product Name' or 'Product Code' or 'Product SKU' in Product Selection Method field > Save
b. Product: Type first few letters of the product and press SPACE key to view and select the product. To add a product refer Products.
c. Unit of Measure (UoM): By default this will be Unit of Measure you have specified in the product. You can change the UoM, but before changing the UoM, you should have specified UoM Converter. To know more on UoM converter refer Unit of Measure (UoM) Converter.
d. Quantity: Specify quantity. By default it is 1.
e. Price: If you have set up cost book, Arka Inventory will auto populate the price based on the product and the supplier. To know more on setting up cost book refer Cost Book.
If tax is not auto populating, check whether:
i. Product Tax family is selected in the Product.
ii. Tax location is selected for the Supplier.
iii. Tax location is selected for the Location.
To add more than 1 line, press + sign.
If your order involves any services, you can add it the same way as adding a product but in 'Add service' section.
You can also add other terms and notes.
Default Note: If you wish to add a note with every purchase order by default, Go To Setup > Apps > Packaging > Installed Packages > Click on Configure in Arka Inventory > Formats > add text in the PO Default Note.
PO in PDF format: To download the Purchase Order in PDF format, open the PO and click on preview option available in right hand side corner.