Purchase order

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.
Purchase order listing page without demo entry
Purchase order listing page without demo entry

Create purchase order
Create purchase order

FieldDescriptionNote
VendorHere you can select a vendor for creating a purchase order. You can also add a new vendor. This field is compulsory.
GST INAs you select the vendor, the GST number will automatically come here from the ledger.This field is disabled.
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.
EmailIf 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 addressIf 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. This field is compulsory.
Shipping addressHere 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.
Billing PincodeAs you select the vendor, the Billing Pincode number will automatically come here from the ledger. 
Billing StateAs you select the vendor, the Billing state will automatically come here from the ledger. 
Shipping PincodeHere you can write the shipping address Pincode. 
Shipping StateAs you write the shipping Pincode, the shipping state will automatically come here.
Prefix
Here you can write the sales invoice Prefix.
 
PO no.PO no is auto-generated.This field is compulsory.
PO dateThe PO date is auto-generated, and you can change the PO date.This field is compulsory.
Due dateAs you write Terms days, the due date will be set automatically.
PRODUCT/SERVICEHere you can select an item and can add an item.This field is compulsory.
QTY
Here you can write the item quantity.This field is compulsory.
RATE (₹)
Here you can write the item rate.This field is compulsory.
DISCOUNT(%/₹)Here you can write discounts and apply discounts in two types, first percentage-wise and second amount-wise.
DISCOUNT AMOUNT (₹)
As you write discount, The discount amount will automatically come here.This field is disabled.
GST RATE(%)
Here you can select the GST rate.This field is disabled.
AMOUNT (₹)As you write item name, item quantity, item rate, and discount then the amount will show here.This field is disabled.
Special notesHere you can write a special note for this purchase order.
Auto round off checkboxThis checkbox is used to set the round-off amount of the total amount.
Save & next buttonThis button is used to save the Purchase order and page redirect on the same page.
Save buttonThis button is used to save the purchase order and page redirect on the purchase order listing page.

Shortcut Description
Alt+SSave&next- This shortcut is used to save the purchase order
Alt+DDiscard- This shortcut is used to discard the purchase order.
Alt+NNew- This shortcut is used to add a new row.
Alt+RRemove- This shortcut is used to remove a row.
Alt+CCancel- This shortcut is used to cancel the purchase order entry. ( work as for Back button)

Purchase order listing page with demo entry
Purchase order listing page with demo entry

FieldDescriptionNote
Row per pageThis drop-down list is used to view purchase order entries per page  
StatusStatus name: All, Approved, Pending, Cancelled
DateThe date picker is used to filter data for purchase order date-wise records.
Batch actionsThis 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 columnsThis button is used to show the hidden column. here two-column is available, PO no. & Status 
ActionsHere multiple types of actions are available like Edit, View, Print, and Cancel 
EditThis action is used to edit purchase orders.
ViewThis action is used to view purchase orders.
PrintThis action is used to print the purchase order.
CancelThis action is used to cancel purchase orders.