Purchase Order Overview

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Overall process

 

 

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Purchase Order Flow Summary

The following steps are taken to ensure that all purchases from the company goes through the Creditors Module.

1	Create the purchase order
2	Ensure all the supplier details are correct
3	Select the correct item call Ledger custom item
4	Scan an attach the original supplier invoice
5	Send for approval
6	The manager receives an email to approve a specific purchase order
7	Manager to go into Webatar App and find the necessary purchase order for approval
8	The manager checks the supplier invoice and how the purchase invoice is captured
9	The manager approves the purchase order
10	At this stage an email will be sent back to the originator who sent the purchase order for approval, that the purchase order has been approved
11	The capture then pushes the purchase order to receive stock and sends the approved purchase order to the supplier
12	Upon Receipt of the goods or invoice, the goods or invoices checked that the values were the same as the purchase order.
13	The clerk will then Confirm all and push the purchase invoice to a goods receive voucher.
14	An email will be sent to the accounts Department, where they will be notified that hey goods received voucher document is ready to be processed to the system.
15	The purchase invoice from the supplier is checked for the final time and then processed into the system.