Purchase Orders

“This page displays everything related to purchase orders, as well as the ability to create new purchase orders.

To access the Purchase Orders page, please follow these instructions:

• First, go to the Purchases screen from the main menu by clicking on the Purchases option. After that, the Invoice window will appear, and you should click on it.
• When you are in the Invoice window, you will need to select the link called ‘Purchase Orders,’ which will allow you to access the relevant page.

Options and Features of the Purchase Orders Page:

• On this page, you will find an option to use filters like ‘Date – …….…,’ which can be accessed by clicking on the filter icon located on the left side of the page. Using these filters, you can query the purchase orders in the system.
• You can edit any existing purchase orders in the system according to your needs and requirements.
• You can print any order and keep a hard copy of it.
• You can view any of the purchase orders in the system.

Explanation of How to Create a New Purchase Order:

To create a new purchase order, you can click on the link at the top of the page labeled ‘New Purchase Order.’ Please follow the following instructions carefully:

• Basic Purchase Order Information:

1. 1. First, you will need to select the payee, which is the supplier you are dealing with, from the dropdown menu of available suppliers.
   2. The purchase order creation date is automatically set according to the current date, but you can edit it if necessary.
   3. Each purchase order carries a unique reference that can be used to identify it, and this reference is a serial number that distinguishes the order from others.
   4. Through the Purchase Orders page, you can check the available credit limit for the supplier before executing the purchase order.
   5. The supplier’s reference is a number assigned to the purchase order related to the supplier, based on their records, making it easier to link internal vouchers to those issued by the supplier.
   6. Additionally, you can select the branch of the entity to which you want to allocate the purchase order through the dropdown menu of entity branches.
   7. Lastly, you will be asked to select the warehouse where the items in the purchase order will be delivered.

• Table of Purchase Order Items:

1. 1. Start by selecting the items for the purchase order. You can choose the items you need to purchase.
   2. You will need to specify the quantity required for each item, and the item’s price field will be automatically filled based on the purchase pricing associated with the item and the supplier selected in the order. However, you have the freedom to edit this price if necessary.
   3. You can also specify the required delivery date for the purchase order.
   4. The system supports all types of taxes, and they will be automatically added to the purchase order.

When you have filled in all the details, you can click the ‘Insert Purchase Order’ button to create the order.”