Purchase Orders

Purchase Orders

The Purchase Orders guide helps you create, track, and manage orders placed to suppliers. Purchase orders are the main documents for procurement and inventory management.

Creating a New Purchase Order

1. Navigate to Procurement → Purchase Orders.
2. Click Create New Purchase Order.
3. Fill in the following fields:

• Purchase Order Reference *
  Reference is auto-generated. Click the lock to edit manually.

• Supplier *
  Search and select the supplier to whom the order will be sent.

• Order Date *
  Select the date of the order (default is today).

• Expected Delivery Date *
  Choose the expected delivery date for the order.

• Location *
  Select the location where the goods/services will be received.

• Ledger *
  Select the ledger associated with this supplier.

• Currency *
  Pick the currency for the purchase order.

• Remarks
  Optional notes or special instructions for the supplier.

4. Click Save.

After saving, you will be navigated to the purchase order detail page where you can:

• Add products or services with quantity, unit price, and applicable taxes.
• Edit purchase order details if needed.
• Approve, receive deliveries, or cancel the purchase order.

Tips

• Confirm supplier and currency details before saving.
• Ensure expected delivery dates align with your inventory planning.
• Keep ledger information updated for accurate accounting.