Purchase Order

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Menu: Purchase | Purchase Order..

Introduction

  • Purchase Order is a document that is issued by the purchasing department when placing an order with their supplier.
  • A purchase order document contains the details (quantity, unit price) of the items that want to be purchased.
Purchase order browse.png
Purchase order sample.png


Purchase Order- Entry

1. Click on New button.
2. Select the supplier Name.
3. Select the items that you want to purchase
4. Write a description to explain your purchase
Purchase order new.png


5. Click the Save button once you are done. Below is the example of the entry created:
Purchase order sample.png

Purchase Order- More : Project

  • There are 2 types of project you need to be take note.
  1. Document Project
  2. Detail Project
  • For document project, you need to point to MORE section (on the left side bar).
  • For detail project, you have to insert the project column out from Field Chooser.
Purchase order project.png


Purchase Order - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

Purchase order attach.png
1. Go to the left of the screen and click "Attachment"
2. Click the small black arrow at the red plus icon
3. select File , and choose the file form your computer that you want to attach

Purchase Order - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.
Purchase order note.png


Purchase Order - Report

  • After saving your purchase order, you can preview your report. Press the preview icon to preview your report
  • You can print, export your report, or send it to your customer via whatsapp.
Purchase order preview.png

How to send report via Whatsapp

Whatsapp po1.png

A QR code will appear on the screen. Scan the QR code with your Whatsapp's WhatsappWeb function

See also