Step by step
- Open Orders > Add Purchase Order.
- Select the Supplier; Closing Balance shows your balance with this supplier. Set the Pay Term (number and Days or Months) if the supplier gives you credit.
- Check the Date, set the Delivery Date the supplier should deliver by, and check the Purchase A/c.
- In Search Product type the name or code, or scan the barcode. Switch Single Mode to Bulk Mode to keep the list open and add several products one after another. Choosing a Brand loads all products of that brand.
- Enter the Quantity and the Unit Cost, and the Discount or Unit Tax if needed. If Profit(%) & Selling Price is shown, fill it to set a new selling price. Press Add. Repeat this for every product.
- Below the table enter Order Discount, Order Tax, Shipment Charge and Shipment Details if there are any. Total Ordered Amount is the value of the order.
- If you pay an advance, enter it in Paying Amount (F4), then choose the Payment Method and the Credit A/c it is paid from. Split Payment pays from more than one account.
- Press Save & Print (F9) to save and print, or Save (F8) to save only.
Good to know
- Supplier, Date, Delivery Date, Purchase A/c, Payment Method and Credit A/c are required.
- One purchase order can have at most 60 products, and the same product cannot be added twice.
- Saving does not add stock and does not add the order amount to the supplier; that happens when the goods are received. Only the advance is posted at once as a payment to the supplier.
- Choosing a Brand replaces the products already in the table.
- A deactivated supplier is refused. The P/o ID is made by the software.
- The selling price from Profit(%) & Selling Price is saved to the product when the order is received.