Home⤑ Knowledge
Base ⤑ Purchase Order
The following Steps describes you how to Create, Edit or Delete Purchase Order.
- Go to Purchase Order of Purchase in Billing Part.
- Then, Click on Purchase Order.
- To Create New Purchase Order, Click on button.
- It leads you to new page as shown in figure below.
- Fill up all the required input fields i.e. having (*).
- Rate can be edited manually in rate Textbox.
- Quantity can be edited manually in Qty Textbox.
- Discount Amount is given in Dis Amt Textbox.
- Unit can be edited by clicking on UNIT Box.
- Tax can be included or excluded by clicking on TAX Box.
- To add products/items click on button.
- To delete products/items click on button.
- To add Address, click on Address Textbox.
- Notes Can be added on PO Notes Textbox.
- After filling up all the required input fields, to save Purchase Order click on button else Cancel.
- One can create Item within PO by clicking on button.
- It leads you to new page as shown in figure below.
- Fill up all the required input fields i.e. (*)
- After filling up to create product click on else Cancel.
- One can create new base unit and category by clicking on [ + ].
- One can create new suppliers by clicking on [ + ] beside Select Suppliers.
- Fill up the required information.
- Accounting Type must be Supplier Group.
- After filling the required information, to create supplier click on button else Cancel.
- In Purchase Order list, you can filter it by selecting time period (Start date and End date).
- One can get all the purchase order list of particular supplier by selecting it from select supplier.
- One must click on button.
- PO list can be downloaded in pdf and excel format by clicking on and respectively.
- Action Option can be used to edit, delete, print and download.
- To get Action Option click on button.
- PO can be edited by clicking on edit button in
- It leads to new page as shown below.
- One can edit Supplier, Item, Qty, Rate, Dis Amt, Unit, Tax by clicking on their textbox respectively.
- To delete item, click on button.
- To add more items, click on button.
- To give narration write it on Narration Textbox.
- Address can be given in Address Box.
- To Save Updated PO click on button else Cancel.
- PO can be Print, Download and Delete by clicking on print, download and delete respectively on
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