Creating a purchase order
Purchase Orders can be used to keep your inventory count updated when you order and receive stock from your supplier.
When you note a Purchase Order as received the system will add the received products to your account for you.
To create a purchase order please click:
- Manage
- Products,
- Purchases orders, then
- New purchase order
Here you can select the supplier and the employee who is completing the purchase order.
Then select either
- Auto order, or
- New
Auto order: A Purchase Order will automatically be generated based on your inventory settings.
New: An empty purchase order will be created.
To add a product to the purchase order click Add items.
Products can be searched and order number changed using the +/- symbols, or you can select Auto to add products as per your inventory settings.
Once all products have been added please click Mark as sent.
When you receive your order from your supplier, you can then Receive your purchase order
If you received the exact number of each product you ordered, you can note those numbers received by clicking Receive all
If the amount of products received differs from what was ordered, you can receive individual products by selecting Receive next to each one.
Once all products have been received please select Complete to close the purchase order.
All purchase orders, and their status, will appear under the Purchase order tab on the Manage > Products page. It is also possible to Edit and Delete purchase orders on this page.
There are 4 status tags for the purchase orders:
- Open - started but not sent
- Sent - sent and waiting for delivery
- Receiving - delivered and checking numbers delivered
- Complete - numbers delivered entered and applied to the inventory count for each product
