IN THIS ARTICLE
- Purchase orders: Overview
- Video Guide
- Create a purchase order
- Text Guide
- Navigate to the New Order page
- Create a purchase order
Purchase order: Overview
A purchase order is a type of order created by a customer to a vendor, requesting for materials.
VIDEO GUIDE
TEXT GUIDE
Navigate to the New Order page
- Click on the 'Logistimo' logo to open the application
- Log in with the username and password
- Click on Orders
- Click on New Order
Create a purchase order
- Select Purchase order as the type of order you wish to create. The number in bracket indicates the number of vendors registered at this entity
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a. By default the page lists 10 vendors at a time. To view more (if available) click on a forward arrow button next to the total number of vendors
b. Select a vendor from the list
c. Click on Skip ONLY if the vendor is not registered on the application. Ensure the vendor is associated to this order post-creation
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a. View the total number of materials across all categories next to the page title
b. View the total number of materials within a category next to material tag name
c. Select a material tag to view materials within that category
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a. Click on forward arrow button to view more materials. Only 10 materials are shown at a time
b. View the current stock and the last updated time for each material. The quantity is color coded based on inventory status
- red: zero stock
- black: normal stock
- orange: < min.
- purple: > max.
c. Select a material by entering the name in the field and clicking on the material from the resulting list or alternatively, scroll through the material list and click on the material name -
View the following details of the material:
a. Stock on hand: this is the total quantity of the material physically held at an entity (Available + Allocated)
b. Min: the minimum quantity of material that should be stocked
c. Max: the maximum quantity of material that should be stocked
d. Allocated: quantity of material that is already allocated for other entities, thus not available for transactions
e. Available: the quantity of material available in stock (Stock on hand - Allocated)
f. In transit: the quantity of material that has already been dispatched by the vendor and yet to be received at this entity
g. Updated: the date and time stamp that shows when the information was last updated - Review system recommendation for order quantity. This is calculated based on Max. - Stock on hand + In transit stock. If the recommended quantity is as required, proceed with the recommendation else enter a new order quantity
- Click on the Reason dropdown button and select a reason from the listed options. This is visible only if the recommended quantity is overridden
- Click on Save to save the entry or Cancel to quit
- A reminder pop-up appears if order recommendation was overridden. Click Yes to continue or No to go back to the previous screen
- View the Entered quantity (in red) on the main screen and continue adding materials to the purchase order in the same manner
- Red flags will appear against each material tag to indicate that there are unsent order(s) for materials within those tags
- Click Send to send order, or Clear all to cancel all the order(s) entered
- Review order to ensure that the right materials have been ordered in the right quantity
- Enter a Message, if required
- Enter the amount of the order
- Click Send now to submit the order, or Cancel to quit
- A message 'Order successfully created' will appear with an order ID. Click on OK to continue
NOTE: The order when created will be in a Pending state
TIP: To view the newly created order, refer to 'How to view orders on mobile?' article. Also, to learn how to confirm a pending order, refer to 'How to confirm an order on mobile?' article.