Purchase Order

How to Create Purchase Order

Home > Buying > Purchasing Transactions > Purchase Order

1. Click on Add Purchase Order

2. Select Supplier, Proforma Invoice, Reqd By Date No as shown below

3. In the currency and price list, choose the appropriate currency. In the Item section, select Item Name or Code and Quantity.

4. In the Tax and Charges template, select Tax template

5. Save and Submit the Purchase Order.
6. Now the status of the Purchase Order is To Receive and Bill.

How to Create Purchase Receipt

1. Click on the Create button on the top right of Purchase Order and select Purchase Receipt as shown below

2. If items are imported then make sure to add a Letter of Credit to the purchase receipt as shown below

3. Add the Serial number in the serialized items.
4. Save and submit the Purchase Receipt.
5. Now the status of the Purchase Order is To bill.

How to Create Purchase Invoice

1. Click on the Create button on the top right of Purchase Receipt and select Purchase Invoice as shown below.

2. Go through the details in the purchase invoice.
3. Save and submit.
4. Now the Purchase Order status is completed.