Purchase Order

Purchase Order

Step 1: Understand Purchase Order

1. A purchase order is a document issued by the buyer to the supplier to request goods.

2. It includes:

   • Buyer and invoicing details
   • Delivery information
   • Product details and quantities
   • Pricing, taxes, and discounts
   • Payment terms and details
   • Shipping charges (if applicable)
   • Additional notes

3. The supplier creates a sales order or invoice based on the purchase order.

4. Purchase orders can have the following statuses:

   • Ordered
   • Partial
   • Completed

Step 2: Enable Purchase Order

1. Go to Settings.
2. Select Business Settings.
3. Open the Purchase tab.

1. Enable Purchase Order.
2. Click Save.

Step 3: Create a Purchase Order

1. Go to Purchase →List Purchase → Purchase Order.
2. Click Add Purchase Order.

3.Enter all required details.

4.Click Save.

5.Note: Stock is not updated when a purchase order is created.

6.You can print the purchase order and send it to the supplier.

Step 4: Convert Purchase Order to Purchase

1. After receiving goods, the supplier issues a sales order or invoice.
2. Go to Purchase → Add Purchase.
3. Select the supplier.

4.Choose the relevant purchase order from the Purchase Order dropdown.

5.The system will automatically load products, prices, taxes, and discounts.

6.Adjust quantities if needed.

7. Click Save.

8. The purchase order status will update automatically.