This module is used to create purchase orders.
Here you are able to add new customers and new items.
Create purchase order:
- Go to the Purchase Order module in the left sidebar.
- Click on the Create purchase order button or press Alt+N key.
| Field | Description | Note |
|---|---|---|
| Vendor | Here you can select a vendor for creating a purchase order. You can also add a new vendor. | |
| GST IN | As you select the vendor, the GST number will automatically come here from the ledger. | |
| Mobile no. | If you have written the mobile no in the vendor ledger, then by selecting the vendor, the mobile no will automatically come here, or you need to write the mobile no. | |
| If you have written an email in the vendor ledger then as you select vendor, the email will automatically come here. otherwise, you need to write the Email. | ||
| Billing address | If you have written the address in the vendor ledger then as you select vendor, the Billing address will automatically come here. otherwise, you need to write the billing address. | |
| Shipping address | Here you can write the shipping address. If the shipping address is the same as the billing address then click on the “same as billing address” checkbox. | |
| PO No. | The purchase order(PO) number is auto-generated. | |
| PO date | The PO date is auto-generated, and you can change the PO date. | |
| Product/Service | Here you can select an item and can add an item. | |
| Quantity | Here you can write the item quantity. | |
| Rate (₹) | Here you can write the item rate. | |
| Discount(%/₹) | Here you can write discounts and apply discounts in two types, first percentage-wise and second amount-wise. | |
| GST Rate(%) | Here you can select the GST rate. | |
| AMOUNT (₹) | As you write item name, item quantity, item rate, and discount then the amount will show here. | |
| Special notes | Here you can write a special note for this purchase order. | |
| Auto round off checkbox | This checkbox is used to set the round-off amount of the total amount. | |
| Save & next | This button is used to save the Purchase order and page redirect on the same page. | |
| Save | This button is used to save the purchase order and page redirect on the purchase order listing page. |
| Shortcut | Description |
|---|---|
| Alt+S | Save- This shortcut is used to save the purchase order. |
| Alt+N | Save&next- This shortcut is used to save the purchase order and page redirect on the same page. |
| Alt+D | Discard- This shortcut is used to discard the purchase order. |
| Alt+A | New- This shortcut is used to add a new row. |
| Alt+R | Remove- This shortcut is used to remove a row. |
| Alt+C | Cancel- This shortcut is used to cancel the purchase order entry. ( work as for Back button) |
| Field | Description | Note |
|---|---|---|
| Row per page | This drop-down list is used to view purchase order entries per page | |
| Status | Status name: All, Approved, Pending, Cancelled | |
| Date | The date picker is used to filter data for purchase order date-wise records. | |
| Export | This drop-down list is used to download an excel sheet of the purchase order. | |
| Search | The search function is used to find any purchase order. | |
| Show/Hide columns | This button is used to show the hidden column. here two-column is available, PO no. & Status | |
| Actions | Here multiple types of actions are available like Edit, View, Print, and Cancel | |
| Edit | This action is used to edit purchase orders. | |
| View | This action is used to view purchase orders. | |
| This action is used to print the purchase order. | ||
| Cancel | This action is used to cancel purchase orders. |
