<aside> 🎓 What can I do here?

All about Purchasing:

This module houses information about items and materials that you buy from your suppliers. The main sections of Purchasing is the Purchase List, Purchase Orders, Bills and Line items. Purchase List shows all the buy items, their availability status, last ordered date, Vendors and how much more to purchase. Purchase Orders shows the vendors, status of the order, order date and receive by date.

Creating a Purchase Order

(Video title: Create PO)

Purchasing > Purchase Order > Create Purchase order > Details > Confirm

Purchasing > Purchase Order > Create Purchase order > Details > Confirm

  1. Navigate to the Purchasing module.

  2. Click on “Create Purchase Order”. This will trigger a slide out screen.

  3. The system automatically creates a Purchase Order number based on the last created number. You may edit this if need be.

  4. Begin by adding the company you want to order from. Ensure that the Billing address and Contact is correct and recent. You may edit it by clicking on “Change”. If you do not see the Company you want to order from, you can click on the ‘+Add a New Company” from the drop down.

  5. Next, input the details of the receiving Company. This will be defaulted to your own Company and you may edit it if you wish to. Ensure that the Billing address, Shipping address and Contact is accurate and recent. You may edit it by clicking on “Change”.

  6. Next, add the Order date, Expected Receive Date and Payment Terms. (Link to explainer). You are also encouraged to add any relevant documents and custom fields. (Link to custom fields explainer).

  7. Lastly, click on “+Add Items” located in the “Line Items” section. Here, you may “Add” the items from the list to your Purchase Order. You may also add a new item (not registered in the system) by clicking on “+New Buy Item”.

(Video title: Add new item)

Purchasing > Purchase Order > Create Purchase order > Details > Add items > +New Buy Item

Purchasing > Purchase Order > Create Purchase order > Details > Add items > +New Buy Item

  1. By clicking on “+Other Charge” you may add any other extra charges.

  2. When you are done, ensure to “Confirm” to save the New Purchase Order.