I. Creating Purchase Orders Using Autofill
Navigate to Inventory Management.
Select Purchase Order.
Click on Add Purchase Order.
Choose the appropriate location.
Select the supplier of the products you wish to order.
Choose one of the following options:
- All Supplier Products – to order all items supplied by the selected supplier.
- Low on Stock – to order only items that are running low.Click on Autofill.
Select the relevant Invoice, if applicable.
Select the appropriate Project, if applicable.
Enter the Order Date and Delivery Date.
Click on Save.
II. Creating Purchase Orders by Manually Choosing Items
Navigate to Inventory Management.
Select Purchase Order.
Click on Add Purchase Order.
Choose the appropriate location.
Click on Add Item.
Select the items you want to order.
For each line item, choose the corresponding supplier.
Select the relevant Invoice, if applicable.
Select the appropriate Project, if applicable.
Enter the Order Date and Delivery Date.
Click on Save.
III. Receiving Stocks from a Purchase Order
Share the Purchase Order link with the supplier.
The supplier can either confirm or reject the order.
Once confirmed, the merchant can click on View/Edit, then select the pencil icon to make adjustments.
When ready to receive stocks, click on Receive Stocks.
Enter the received quantity per SKU if the delivery is partial. For full deliveries, click on Receive All Items.
After verifying the quantities, click on Approve to finalize receipt.
IV. Completing Payment for a Purchase Order
Navigate to Accounting.
Go to Bills.
Select the relevant Purchase Order.
Click on View/Edit.
Choose the account from which the payment will be made.
Select the Payment Method.
Click on Add Payment.