To add a new purchase order, you need to navigate to the [Purchase] -> [New Purchase Order] menu, then you will see the create new purchase order screen.
1. Select a Supplier
Select a supplier from the dropdown list, you can type a few characters to search the suppliers. If you would like to to add a new supplier, just click the [ + New Supplier] button, it will navigate to the new supplier screen.
Once a supplier is selected, it will auto fill the tax rate and currency fields according to supplier preset values.
You can choose whether the cost include tax or not by checking the [Cost include tax] checkbox. If you checked the box, it means the cost amount you entered is a tax included cost. If you not check the box, the system will calculated the cost you entered as tax excluded cost. You will see the order total will be different when you check or uncheck this box.
2. Select Location
Select a location that this purchase order belongs to, It will increase the stock-level of the products in the selected location.
Enter the delivery address and expected delivery date.
3. Add Product to Order
3.1 Add Product by Search
You can add a product by search product name in the search filed, type a few letters to search products, then click the product name / or product variant, it will add the product to the order products table.
3.2 Add Product by scan product barcode
If you have managed barcode of the product, you can add a product by scan barcode as well. Click the [Scan Barcode] button, it will bring up the scan pop-up window. If it shows "Ready to Scan" , you can use any barcode scanner to scan the barcode on your barcode, if the barcode exists, it will bring the product details directly. To add multiple products, just keep scan barcode.
4. Add extra cost to order
You can add extra cost to the order by click the [Add Additional Cost] button.
5. Save the Order
You can save the order as Draft, Placed or Approved.
For a draft order, you can edit it at anytime.
For a Placed order, the users with "Approve purchase order" permission will receive an email about this order. And the users with "Approve purchase order" permission will have the permission to edit the order and approve the order. The user without this permission can not edit this order.
For a Approved order, the order will have receive stock access
After you save the order, you will find it in the purchase order list.
