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  5. How to create Purchase Order?

How to create Purchase Order?

  • 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

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