1. Click on Inventory and select Purchase Order

2. Click on Add New Purchase Order and update the necessary details

  1. Supplier *- Select the Supplier to whom the PO is raised

  2. Bill to Location *- Select the billing location where the invoice has to be raised

  3. Ship to Location *- Select the location where the goods have to be shipped

3. Enter the following details 

  1. Reference No - Can be used to save the Invoice No received from the supplier

  2. Date of Purchase order *- Date of PO raised. Automatically considers the date of order

  3. Ship method  - Shipment method of goods

  4. Currency *- Automatically taken from your location settings

  5. Expected By - Select the date by when you need the goods needs to be delivered

  6. Payment Method - Select the payment method for the order

4. Start adding the products by following any of the below methods:

  1. Search Products

    1. Navigate to Search Products bar under Order Tab

    2. Search the product by typing the product name or by using barcode

    3. Enter the quantity in the "Enter Value" tab and click on Add. (Your current in stock will be available in the "In Stock" column)

    4. Complete adding all the products by following the above steps

  2. Bulk Add

    1. Click on Bulk Add

    2. The complete product list available for your inventory ordering will be listed

    3. Select the category and enter the quantity required under Qty tab and click on "+" to confirm. (Your current in stock will be available in the "In Stock" column)

    4. Click on Done to go back to the main page

5. Cross-check the products and quantities required.

6. Click on Save to create a draft. This will not send the order to the Supplier. If you are sure of this order and want to raise the order directly, then skip this step and proceed to next

7. Click on Order to complete raising your order. Order status changes to OPEN and will trigger an email to the Supplier to process your order

Click on Print to have a soft copy of PO for reference (Attached is a sample copy of PO)

Maximum of 200 products can be entered in each transaction