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Purchase

The Purchase Order feature is used to manage and track orders placed with suppliers for inventory replenishment. The feature provides tools to organize purchase details and streamline product acquisition workflows.

The Purchase Order feature is accessed through the Admin Panel by selecting Inventory > Purchase Order. When the feature is accessed, a list of purchase orders will be displayed, including the following information:

  • Reference: the unique identifier for the purchase order
  • Vendor: the vendor associated with the purchase order
  • Location: the location associated with the purchase order
  • Supplier: the supplier associated with the purchase order
  • Arrival Date: the expected date of arrival for the products
  • Total Amount: the total cost of the products in the purchase order
  • Status: the current status of the purchase order, which can be either "Received" or "Partial"

The interface includes a robust search functionality, allowing users to quickly filter and locate specific suppliers by entering keywords or selecting a location name. This feature aids in the efficient retrieval of supplier data.

To create a new purchase order, select the Add New button. This action opens a form where you can input all necessary details.

To add products you must filled up the above list like vendor, location and supplier.

After filled up the above list, you can add products by searching the product name.

Now you can add product sku, quantity and unit price. Also you can now see the cost summary

Also you can add extra charge by clicking on the Manage button.

Now you can add extra costs of the products.

Now you can see final cost summary. Click on the create button to save the purchase order.

To modify an existing purchase order, click the Edit button. This action will open an interface allowing you to update the purchase order details. It is crucial to ensure all changes are precise and accurate before saving to maintain data integrity.

Note: Editing is only permitted when the purchase order status is set to Partial.

To process a purchase order, select the Receive button. This will display an interface where you can enter the quantities received or rejected and update the status accordingly.

Note: Receiving is only permitted when the purchase order status is set to Partial.