Basic | Creating a Purchase Order

Purchase Order function allows you to create a Purchase Order document that offers an issue to a seller and indicates the types, quantities, and agreed prices for an item.

1 - Creating Purchase Order

1. Inventory > Purchase Order.
2. To create a Purchase Order, there are certain fields that you need to select.
3. - Click once on the top of the page(white space) to expand the section to add more information such as Expected Arrival Date, Expiry Date, Delivering Outlet, and more.
4. Find Item by searching the Item Code / Barcode lookup.
5. After selecting the item, edit the Item Quantity, Item Cost, and Total Cost.
6. Use Save, if you want to edit the PO later.
7. Once the PO is confirmed, click Confirm.
8. Take note that once the PO is confirmed, you can no longer edit the PO anymore.

2 - Completing the PO (Receiving)

1. Open the Purchase Order from the Purchase Order List.
2. Search Function: Key-in Purchase Order ID at Search Bar in Purchase Order form. 
3. Click the Receive button and this will open the GRN form (Good Receive Note) 
4. Fill in the necessary info to complete the receiving. 

3 - Additional Functions

1. Click on Functions to view additional functions in Purchase Order form.
2. Force Complete: Enforce the completion of the Purchase Order.
3. Revert: Return the Purchase Order to the previous state, so that you can perform receiving again.
4. Import: Import data from the data collector / CSV file.
5. Export: Export the Purchase Order in a CSV file
6. Barcode: Generate code for the item
7. Layout Setting: To set the layout of the Purchase Order page.
8. Update ETA: Update the Expected Delivery Date of the item.
9. Update Cost and Remark: Update the cost and the remark of the item in the Purchase Order.
10. Update Deliver Location: Update the delivery location of the Purchase order.
11. Distribution: Open up the Distribution form.
12. Load Profile: Add a profile.