Purchase Orders

Purchase orders main screen

Click on the New button to create an purchase order.

How to create a purchase order

1. Select the supplier from the dropdown box.

2. The purchase order number will only be generated once the purchase order is saved.

3. The New Item button will only be enabled after the the supplier is selected.

Field names for header

Field Name	Description	Required	Read Only
PO No	Purchase order number	Yes	Yes
Date	Date the purchase order is created	Yes	Yes
Supplier	Supplier name	Yes
Street	Supplier street name and number	Yes	Yes
Area	Supplier area name	Yes	Yes
City	Supplier city name	Yes	Yes
Code	Supplier area code	Yes	Yes
Tel No	Supplier tel number		Yes
Email	Supplier email address		Yes
Company	Company name	Yes	Yes
Street	Company Street name and number	Yes	Yes
Area	Company Area name	Yes	Yes
City	Company City name	Yes	Yes
Code	Company area code	Yes	Yes
Tel No	Company tel number	Yes	Yes
Account No	Account number at supplier

How to add a new item

Info

Item, Description and Price will be populated from the Inventory Module after the module is developed.

1. Select the quantity.

2. Type in the Item Code.

3. Type in the Description.

4. Type in the item unit price.

5. Total amount.

6. Click on save.

Field names for items

Field Name	Description	Required	Numeric	Read Only
Qty	The quantity	Yes	Yes
Item	Item code	Yes
Description	Item description	Yes
Price	The unit price for the item	Yes	Yes
Total	Total for the item		Yes	Yes

How to delete a purchase order

WARNING

Purchase Orders can't be deleted.

Purchase order footer

Field names for footer

Field Name	Description	Required	Numeric	Read Only
Sub Total	Sub total	Yes	Yes	Yes
Vat	Vat amount.*	Yes	Yes	Yes
Total	Total amount.**	Yes	Yes	Yes

* Vat Amount if Vat is selected on System Setup.

** Total Amount, includes Vat if Vat is selected on System Setup.

Button functions

Button Name	Description
Cancel	Cancel the purchase order
Save	Save the purchase order.*
Print	Print the purchase order.**
Email	Email the purchase order.**
Close	Close the purchase order.**

* Purchase Orders number will only be generated after the purchase order is saved for the first time.

** Only enabled when purchase order is saved.

Email function

Field names for send email

Field Name	Description	Required
To	Email to.	Yes
Subject	Email subject. (ex. Purchase Order 1)	Yes
File Input	Select the saved purchase order that needs to be emailed.*	Yes
Description	Description.	Yes

* Only pdf's can be emailed.