To create a new Purchase Order
Click the Purchase Order > New > Add necessary fields > Save > Click on Add/Edit Products > add the products & services > Save.
New Purchase Order:
Add/Edit Products:
Important fields in purchase order:
Purchase Order No: This is the document number field. You can add a suffix to the values entered here. But the last digit should be a number. Once you create the first PO and add the necessary number in this field, for next PO, if you just put '0' in this field, system will automatically take the next consecutive number.
Warehouse: This is the warehouse to which supplier has to deliver the goods against the purchase order. The warehouse address will come as delivery address in the purchase order PDF. To know more on setting up a warehouse please refer here.
Supplier: Select supplier to whom the purchase order is being issued. To know more on creating a new supplier, please refer here.
Note: If you want to add any instructions or notes to your supplier, you can use this field. If you add a note, same note will be carried over to next purchase order that you create. If you would like to edit the notes, you can edit in the particular purchase order.
Add/Edit Products: Once you save above fields in the purchase order, you can find a button named 'Add/Edit Products' on the right hand side top corner of the purchase order screen.
By clicking this you can add the products/services to the purchase order. For setting up a new product, please refer the user guide here.
If you have added a purchase price while creating a product, system will automatically add the price as soon as you select the product.
If you have taxes on purchases, please refer to user guide on setting up of taxes here.
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