- 1
Navigate to Purchase Orders Tab
Go to Inventory menu and click on 'Purchase Orders' tab
Tips- Ensure you have purchase order creation permissions
- Review existing orders to avoid duplicates
- 2
Click Create Purchase Order
Click the 'Create Purchase Order' button to start the process
Tips- You can also create PO from low stock alerts
- Check supplier information beforehand
- 3
Enter Supplier Information
Fill in supplier details for the purchase order
What to enter
Field Type Description Example Supplier Name* text Name of the supplier/vendor ABC Electronics Pvt Ltd Supplier Contact text Contact person or phone number +91 9876543210 Supplier Email email Supplier email address contact@abcelectronics.com Supplier Address textarea Supplier business address 123 Business Park, Mumbai Tips- Maintain consistent supplier names for reporting
- Contact details help in communication
Watch out for- Supplier information is used for all future orders with same name
- 4
Add Items to Purchase Order
Select items and quantities to purchase
What to enter
Field Type Description Example Item* select Select inventory item from dropdown Laptop Dell Latitude 5420 Quantity* number Quantity to purchase 10 Unit Price* number Price per unit 45000 Tips- You can add multiple items in one PO
- Click '+' to add more items
- Total amount is calculated automatically
Watch out for- Verify prices before submission
- Quantities should match actual requirements
- 5
Set Order Dates
Configure order and expected delivery dates
What to enter
Field Type Description Example Order Date* date Date when order is placed 2024-01-15 Expected Delivery Date date Expected date of delivery 2024-01-30 Tips- Expected delivery date helps in planning
- Can be updated later if needed
- 6
Save as Draft or Submit
Choose to save as draft or submit for approval
What to enter
Field Type Description Example Status* select Draft (for editing) or Pending (for approval) Draft / Pending Tips- Save as Draft to make changes later
- Submit as Pending to send for approval
- Draft orders can be edited anytime
Watch out for- Once submitted for approval, changes require admin action