Purchase Order Process

Creditors Module>Activity>Purchase Order

 Click the Activity menu and select Purchase Orders from the menu list

 Click Add

 

 Enter the Supplier Name or Account Code and press enter

Select the Supplier by clicking on it

2. Enter a description related to the purchase Order

3. Enter a reference pertaining to the Order

4. Check that the dates are correct

ETA is the expected date the goods are due to arrive

Click Save

 

Click Add

 1.Enter the item code or part of the Item description to search for the required item.

               A list of Items will be displayed. Click on the required item.

1.Enter the required quantity.

2.Check that the price is correct.

3.Ensure that your warehouse for which this order is being place is correct

In the event of Ordering non stock items such as Office Stationery, the warehouse is not applicable.

Click Save New to add another item.

Click Save and Close if you only ordering one item

Once you click the save button, the below screen will appear. This screen records the “default Supplier” for the item.

 

 note to self change this screen

Click Save and Close