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.
|Here you can select a vendor for creating a purchase order. You can also add a new vendor.
|As you select the vendor, the GST number will automatically come here from the ledger.
|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.
|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.
|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.
|The purchase order(PO) number is auto-generated.
|The PO date is auto-generated, and you can change the PO date.
|Here you can select an item and can add an item.
|Here you can write the item quantity.
|Here you can write the item rate.
|Here you can write discounts and apply discounts in two types, first percentage-wise and second amount-wise.
|Here you can select the GST rate.
|As you write item name, item quantity, item rate, and discount then the amount will show here.
|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.
|This button is used to save the purchase order and page redirect on the purchase order listing page.
|Save- This shortcut is used to save the purchase order.
|Save&next- This shortcut is used to save the purchase order and page redirect on the same page.
|Discard- This shortcut is used to discard the purchase order.
|New- This shortcut is used to add a new row.
|Remove- This shortcut is used to remove a row.
|Cancel- This shortcut is used to cancel the purchase order entry. ( work as for Back button)
|Row per page
|This drop-down list is used to view purchase order entries per page
|Status name: All, Approved, Pending, Cancelled
|The date picker is used to filter data for purchase order date-wise records.
|This drop-down list is used to download an excel sheet of the purchase order.
|The search function is used to find any purchase order.
|This button is used to show the hidden column. here two-column is available, PO no. & Status
|Here multiple types of actions are available like Edit, View, Print, and Cancel
|This action is used to edit purchase orders.
|This action is used to view purchase orders.
|This action is used to print the purchase order.
|This action is used to cancel purchase orders.