IN THIS ARTICLE

  • Purchase orders: Overview
  • Video Guide
    • Create a purchase order
  • Text Guide
    • Navigate to the Create Order page
    • Create a purchase order

Purchase orders: Overview


A purchase order is a type of order created by a customer to a vendor, requesting for materials. The purchase order once created by the customer will be available for the vendor to confirm or directly ship these materials.


VIDEO GUIDE



TEXT GUIDE


Navigate to the Create Order page

  1. Click on the Orders tab in the main menu
  2. Select the Orders sub-tab from the options in the drop-down list
  3. Click on the Create Order tab


Create a purchase order


  1. Click on Type field and select Purchase Orders from the dropdown list

  2. Enter the first few alphabets of the Customer name and select from the drop-down list that appears

  3.   Click on the Edit icon next to the Customer field to choose a different customer. The edit option appears ONLY if there is more than one customer
  4. Enter the first few alphabets of the Vendor name and select from the drop-down list that appears
  5. Click on the Edit icon next to the Vendor field to choose a different vendor. The edit option appears ONLY if there is more than one vendor
  6. Enter the Reference ID of the order
  7. Click on the Order tag field and select from the options available
  8. Click on the Required by date field to view a calendar. Select the date by when order should reach customer entity
  9. Enter any comments for the Vendor in the Comments field
  10. Select a material to be ordered

a. Scroll down the material list and select a material. The list can be filtered using Material tag filter OR

b. Enter the material name in the field and select from the list


11. View the customer's current Stock on hand, along with the min. and max. quantities within brackets. Stock on hand is the total stock available at the entity, while min. and max. indicate the minimum and maximum quantity that should be stocked

12. View the Months of stock, available at the customer's location. This indicates the months for which existing stock will last

13. View the order recommended quantity, which is calculated by the application based on Max. - Stock on hand - In transit

14. Enter a new Quantity if the recommended value is not as required OR proceed to step 16

15. Select a reason for overriding recommended quantity from the dropdown list

16. Click on Delete icon to delete the material entry, IF REQUIRED

17. Continue to add materials to the order, IF REQUIRED

18. Click on Submit to send the entries or Reset to clear the order


19. A pop-up message appears confirming the ordered quantity does not match recommended quantity. Click OK to continue or Cancel to go back and change the ordered quantity. This message appears ONLY if order recommendation was overridden

20. A message informing successful creation of an order is displayed along with the Order number





NOTE: The order when created, will be in a Pending state



TIP: To view a newly created order, refer to 'How to view and export orders?' article.