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أمر شراء

The purchase order contains information regarding purchase orders. You can add, update, delete, or print the purchase orders.

 

Adding a New Purchase Order with Purchase Quotation

To add a new purchase order, go to Inventory > Purchase > Purchase Order, the purchase order page is displayed.

Click on the Manage icon at the top of the page.

Order Number: This field is auto-generated by the system.

Date: This field sets the date of the purchase order.

Process Type: Select the purchase quotation option.

Quotation Number: Enter the quotation number against which you want to create the purchase order.

Supplier: This field allows the selection of the supplier code from the drop-down list.

Supplier Name: This field is auto-fetched by the system.

Supplier Address: This field is auto-fetched by the system.

Supplier VAT/Tax ID: This field is auto-fetched by the system, otherwise can be entered manually.

Tax Exempted? This field is auto-fetched by the system.

Reference Number: This field sets the reference number for this document.

Valid upto: This field sets the validity of the purchase order till the mentioned date.

Attention: This field contains the message or comment to be noticed.

Warehouse: This field allows the selection of the warehouse from the drop-down list.

Supplier Reference: This field sets the reference of the supplier.

Payment Terms: This field sets the payment terms and conditions if any apply to the purchase order.

After entering all the information in the above fields, click on the Search button of the Quotation Number.

Click on the Show button and enter the Quantity for items of Purchase Order.

Click on the Process All button to process the added items.

Click on the Proceed button to save the information.

Instruction Remarks: This field sets the instructions or guidelines for the purchase order.

Tax Group ID: This field allows you the selection of the global tax.

Shipping Terms: This field sets the shipping terms of the purchase order if applicable.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Adding a New Purchase Order without Purchase Quotation

To add a new purchase order, go to Inventory > Purchase > Purchase Order, the purchase order page is displayed.

Click on the Manage icon at the top of the page.

Order Number: This field is auto-generated by the system.

Date: This field sets the date of the purchase order.

Process Type: Select the Select option.

Document Number: This field is empty.

Supplier: This field allows the selection of the supplier code from the drop-down list.

Supplier Name: This field is auto-fetched by the system.

Supplier Address: This field is auto-fetched by the system.

Supplier VAT/Tax ID: This field is auto-fetched by the system, otherwise can be entered manually.

Tax Exempted? This field is auto-fetched by the system.

Reference Number: This field sets the reference number for this document.

Valid upto: This field sets the validity of the purchase order till the mentioned date.

Attention: This field contains the message or comment to be noticed.

Warehouse: This field allows the selection of the warehouse from the drop-down list.

Supplier Reference: This field sets the reference of the supplier.

Payment Terms: This field sets the payment terms and conditions if any apply to the purchase order.

After entering all the information in the above fields, click on the Add New Item button.

Option-1: Direct Addition of Items:

Click on the Add New Item button.

Item code: This field selects the item code either from the drop-down list or a particular item code.

Quantity: This field sets the number of items to be selected. You can select the Units from the drop-down list, for example, Pieces (Pcs), Bottles (Btl), Cartons (Ctn), etc.

Discount: Discount Rate: This field sets the percentage of the discount. Discount Amount: This field is auto-fetched by the system.

Click on the OK button to save the information.

Instruction Remarks: This field sets the instructions or guidelines for the purchase order.

Tax Group ID: This field allows you the selection of the global tax.

Shipping Terms: This field sets the shipping terms of the purchase order if applicable.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Option-2: Addition of Items through Excel Sheet:

Click on the Download File button first.

Edit/add more items as per requirement in the Downloaded Excel Sheet.

Now save this downloaded file after editing on your desktop. Upload the same file by clicking on the Upload button.

Instruction Remarks: This field sets the instructions or guidelines comments.

Tax Group ID: This field allows the selection of the global tax if applicable.

Shipping Terms: This field sets the shipping terms and conditions for this purchase quotation.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Click on the Save button at the top of the page to save the information.

Updating the Purchase Order

To update a purchase order, go to Inventory > Purchase > Purchase Order, the purchase order page is displayed.

Select the desired row from the list of purchase orders.

There are four icons in front of each row that is Load, Edit, Print, and Delete.

Click on the Edit (blue pencil) icon to update the information.

You can update the information of the purchase order and click on the Save button to save the information.

Deleting a Purchase Order

To delete a purchase order, go to Inventory > Purchase > Purchase Order, the purchase order page is displayed.

Select the desired row from the list of purchase orders.

There are four icons in front of each row that is Load, Edit, Print, and Delete.

Click on the Delete (red) icon to delete the information.

Click on the Yes button to confirm the deletion.

Printing a Purchase Order

To print a purchase quotation, go to Inventory > Purchase > Purchase Order, the purchase order page is displayed.

Select the desired row from the list of purchase orders.

There are four icons in front of each row that is Load, Edit, Print, and Delete.

Click on the Print (green) icon to print the information.