- Go To “Purchases” > “Purchase Orders“.
- Click The “+” Button in the Top “Right” Corner of the Page
- Choose the Type “Job Order” or “Purchase Order“
- Fill the Fields With Details.
| Fields | Description |
| Project | You Can Create and Choose The Project To Which This Material Belongs To or Choose Internal As Default |
| Supplier | Choose The Supplier From The List By Entering Their Name or Code |
| Indent No | Select Indent Number If Available, By Clicking This Indent No, It Will Auto-Populate The Material Requested In The Indent |
| Indent Type | Choose the Type of Indent |
| Material Name | Choose the Material by Entering Their Name or Drawing Number |
| Quantity | Enter The Quantity to Order |
| Price | The Price For The Selected Material From The Selected Supplier Will Auto-Populate If Price Profile Has Been Done or Enter The Price Manually |
| Discount | Enter The Discount In % If Available |
| + ADD | Click the “+” Button To Add the Material To the List, Keep Adding Material To The List By Clicking + Button |
| Currency | Choose the Type of Currency |
| Taxes | Choose the Applicable and add |
| Quotation Ref No | Enter the Quotation Reference Number If Available |
| Quotation Date | Enter the Date of Quotation |
| Delivery Due Date On | Choose the Delivery Due Date or Expected Date Of Delivery |
| Charges Included | Click the Check Box If Applicable |
| Instruction | Type The Instruction In The Given Box That Would Reflects To Your PO |
| Remarks | Type the Remarks In the Given Box That Would Reflects To Your PO |
| Payment Terms | Enter And Choose From The Drop Down About How You Would Pay For This PO |
Note : Fields With (*) Marks Are Mandatory.
- Click Save as Draft
- A Draft Number Will be Assigned To The Document
- Saving Draft Would Redirect To PO Page, Initially The Status Of the PO Will Be As Draft, Click The Status
- PDF File Of the PO will Open
- Approve and Reject Button Will Appear On The Top
- Check the PO Document And Click Approve
- Approving the PO Would Change The Draft No To PO Number