Purchase Order allows you to easily coordinate your purchase orders with your suppliers.
To view your Purchase Orders, open your Dashboard and head over to
Inventory > Purchase Orders > Purchase Orders
Adding a Purchase Order
To add a new purchase order, click on the '+' button
You will need to provide the details for the following fields
The breakdown of the fields are as follow
|Location||The location in which the items will be delivered to|
|Supplier||The supplier that this purchase order is created to|
|Currency||The currency for the purchase order|
|Currency Value||The currency value for the purchase order. This will be automatically updated based on the currency selected|
|Estimated Date of Arrival||The estimated date in which the items will arrive|
|Date Received||The date in which the item arrives|
|Comment||Comments to the supplier|
|Items||The list of items for the purchase order|
Creating Stock Addition
To update the stocks from your purchase order, click on the dropdown arrow of the purchase order and click on "Create Stock Addition".
It will show you the list of items for that purchase order in which you can perform the stock addition with
Once done, the stocks will be added into your inventory.
Deleting of Purchase Orders
To delete existing purchase orders, select the purchase orders that you want to delete, followed by the "trash" icon. This will remove the selected purchase orders from the system.
Note: Stock additions will not be removed from existing stock count.
In the example above, the purchase order 1 will be removed
Exporting of Purchase Orders
You can export the list of purchase orders to an Excel file by clicking the "export" icon and then selecting "Export Data". This will generate a file containing the relevant data, which you can then save and use as needed.
Importing of Purchase Orders
You can use the "Import Data" feature to quickly and easily add/update large number of purchase orders in the system. To do this, you will need to upload an Excel file containing the relevant data, and the system will use this data to update the categories accordingly.