How to create Purchase Order (PO)?
What to know
- On the Web: Sidebar menu > Reports > Storeroom log > select storeroom > PO tab > +Create PO
- In the App: Open Project. More > Field Report > Storeroom log > Select Store room > In order
On the Web
- Click the reports from sidebar menu.
- Then click on storeroom name from storeroom log.
- There you will find stock and PO tab.
- Open the PO tab.
- Click on +Create PO button.Then fill up the required fields.
- Now in order details click on select to order require material or click on add button to create new material
- After selecting the material, you will see materials that you selected.Input the order quantity you require.
- Now click on save button and your PO is created.
In the App
- Open the store room in which you want to create purchase order.
- Go to In order tap.
- Tap on the + button given in the bottom right corner.
- Add the Order number, select vendor, date of order and expected date of delivery.
- Tap on the + button given in the order details row to select the material.
- Select the material you want to order. If material is not present, tap on + button given in the bottom right corner to add new material.
- Enter the order quantity and their rate. Add Tax, freight charges, other charges if you know in advance. Add terms and condition decided with vendor if any.
- Tap on Add order button to create Purchase order.