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1.Purchase- Order:

  • A purchase is a routine operation carried by both individuals and corporations.
  • The purchase activity is normally a formal procedure when it comes to any orders and Service.
  • A Purchase Order is a binding contract with your Supplier that you promise to buy a set of items under given conditions.

    Dashboard

    Steps:
  • Click on the left side Menu List
  • Click on the Purchase
  • Click on the Purchase Order
  • Purchase Order dashboard will be shown as below image:




    1.1.Draft Purchase Order:

    If products, services, or other things are not already in stock, we establish a new purchase order, which is shown in the Draft purchase order tab.
    Steps:
  • Click on the Purchase Order
  • Click on the Create Draft Purchase Order
  • Create purchase order will get open as per the below image:




  • Click on the Create Purchase Order form to open as per the below image.




  • Enter all required details.
    1.Purchase Type: Select Type using dropdown.
    2.Purchase Template: Select Template using dropdown.
    3.Purchase Category: Select Category using dropdown.
    4.Purchase Date: Select Date.
    5.Purchase No: Enter the Invoice no.
    6.Reference Order: Enter the Reference order.
    7.Vendor: Select Vendor using dropdown.
    8.Payment Due Date: Select Due date.
    9.Currency: Select Currency using dropdown.
    10.Supply Date: Select Supply date.
    11.Reference Invoice No: Enter the Invoice no.
    12.Place of Supply: Select Supply using dropdown.
    13.Is RCA: Select RCA using the dropdown.
    14.Invoice Type: Select Type using dropdown.
    15.Import Type: Select Type using dropdown.
    16.Warehouse: Select Warehouse using the dropdown.
    17.Is Ecommerce: Select Ecommerce using dropdown.
    18.Purchase Tags: Enter the Tags.
    19.Notes To Vendor (Delivery,PO,Others): Enter the Notes.
  • After filling all the mandatory fields click on the Save Purchase button.
  • To Enter item details & advanced details, click on Save Purchase button as shown in below image:
  • Form will be open as shown in below image:




  • Enter all required details.
    1.Item: Enter the Item.
    2.HSN Code: Enter HSN Code.
    3.Unit Price: Enter the Unit price.
    4.Quality: Enter the Quality.
    5.CGST: Select CGST using dropdown.
    6.SGST: Select SGST using dropdown.
    7.Amount: Enter the Amount.
    8.Item Description: Enter item description
    9.Terms and Condition: Select Terms and condition using dropdown.
    10.Terms and Payment: Select Terms and payment using dropdown.
  • For Advanced item details, form will be shown as below:
  • After fill form, when click on Save Purchase then, report will be displayed in draft tab.
  • When click on Finalize then, report will be displayed in pending approval tab.
  • Added Item is displayed in Draft purchase Reports as shown in the below image.




  • On click of the Preview Draft purchase icon, users can preview purchase details.
  • On click of the View Draft purchase icon, users can view purchase details.
  • On click of the Edit Draft purchase icon, users can edit purchase details.
  • On click of the Finalize icon, users can finalize purchase details.

    1.2.Pending Approval tab:

    Steps:
  • Click on the Purchase Order
  • Click on the Pending Approval tab
  • After the Finalize purchase to display in the Pending Approval tab as per the below image.




  • On click of the Preview Pending Approval purchase icon, users can preview purchase details.
  • On click of the View Pending Approval purchase icon, users can view purchase details.
  • On click of the Edit Pending Approval purchase icon, users can Edit purchase details.

    1.3. Approved tab:

    Steps:
  • Click on the Purchase Order
  • Click on the Approved tab
  • After the Pending Approval purchase to display in the Approved tab as per the below image.




  • On click of the Preview Approved purchase icon, users can preview purchase details.
  • On click of the View Approved purchase icon, users can view purchase details.
  • On click of the Edit Approved purchase icon, users can Edit purchase details.

    1.4. Closed tab:

    Steps:
  • Click on the Purchase Order
  • Click on the Closed tab
  • After the Approved purchase to display in the Close tab as per the below image.




  • On click of the Preview closed purchase icon, users can preview purchase details.
  • On click of the View closed purchase icon, users can view purchase details.

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