Purchase orders play a crucial role in inventory management. They help you keep track of items you plan to purchase without affecting your current inventory levels.
How to Enable Purchase Orders
Access Inventory Settings
Navigate to the Stores & Files, go to the Inventory Files tab and select open File Settings.Enable Purchase Orders
Find the option labeled Purchase Orders and toggle it to the "enabled" option, and click save.
Once enabled, a new Purchase Orders section will appear in the Purchasing section, in the Inventory tab.
Creating a Purchase Order
After enabling purchase orders, you can create one as follows:
Go to the Purchase Orders section.
Add a new purchase order by filling in details such as:
The purchase order number.
The item(s) quantity you’re ordering.
Note: Purchase orders do not affect your inventory. They only document your intent to purchase. Only after creating a bill are the received items added to inventory.
Receiving Items from a Purchase Order
Create a Bill in Your System:
You can either create a standalone bill or link it to a purchase order (PO).
Link the Bill to a Purchase Order (if applicable):
Select the PO associated with the items you are receiving.
For example:
If your PO was for 40 units and you’ve already received 1 unit, the system will show 39 units still open.
Enter the Number of Units Received:
Update the quantity based on what you’ve received.
Example 1: If you receive 35 units, 4 units will remain open.
Example 2: If you receive all remaining units, the PO will close automatically.
Monitoring Purchase Order Progress
You can monitor each purchase order to track its status:
An open order means items are yet to be received.
A partial order means some items are received, but the order isn’t complete.
A closed order means all items are received, and no further updates can be made.
For any additional questions, please reach out to support. Were here to help!