A. To create Purchase Order you need to first get onto the Purchase Order page.

There are several ways of reaching Purchase Order page.

Step 1. From the Home Page by clicking on Purchase Order icon.

Step 2.From the left menu by clicking on Purchases then "Purchase Order" it will open to the new page.

Step 3.From the left menu by clicking on Purchases then "Purchase Order" it will open to the new page and show the information of "Purchase Order".

1.Add Purchase Order: User click "Add Purchase Order" button then it will open new screen to create the information of "Purchase Order".

2.Open: User click dropdown and select the filter option.

3.PO Number: User can see "PO number" in this column.

4.Vendor Name: User can see "Vendor name" in this column.

5.Date: User can see the "Date" in this column.

6.PO Total: User can see the "PO total" amount in this column.  

7.Status: User can see "Status" in this column.

8.Edit Button: User click "Edit button" then it will open new screen to update the information of "Purchase Order".

Step 4. User click "Edit" button then it will open new screen to update the information of "Purchase Order".

1.Vendor: Users click dropdown and select the Vendor.

2.Drop To: User click dropdown and select the Recipient.

3.Document Date: Users will select the Purchase Order Document Date from this field.

4.Txn Number:  User can see "Txn number" in this column.

5.Shipping Method: Users will select the Shipping Method from this drop down list.

6.Payment Term: Users will select the Payment Term in which the amount has to be paid.

7.Due Date:  Users will select the Purchase Order Due Date from this field.

8.PO Status: When users will create a Purchase Order this field will display Open status.

9.Mailing Address: This field will show Mailing Address of the Vendor.

10.Shipping Address: This field will show Shipping Address of the Customer.

11.Site / Location: User click dropdown and select the "Site / Location".

12.Work Order Number: User enter the work order number in this field.

13.Item: This column will show Item list.

14.Description: This column will have Description field where users can write some description about the Item.

15.Qty: Users will enter Quantity of Item in this field.

16.Bal Qty: User can see "Bal Qty" of purchase order in this column.

17.Rate: Users will write Rate of single quantity of an Item in this field.

18.Amount: This field will show total amount of an item.

19.Customer: User click dropdown and select the Customer from this dropdown.

20.Delete Button: This button will delete the selected item from the list.

21.Add More: This button will add more items to the Purchase Order list.

22.Sub Total: This filed will show subtotal of all the items.

23.Total: This field will show total of all the items.

24.Memo: Users will write Memo for this transaction in this field.

25.Vendor Message: Users will enter Vendor Message in this field.

26.Save & Exit: If you click "Save and Exist", then it will redirect to list page of Purchase Order.

27.Save & Continue:  If you click "Save and Continue", then it will show you continue that you saved.

28.Receive Item: User click Receive Item" button then it will open new screen to show the information of "Receive Item".

29.Receipts: User click "Receipts" button then it will open new pop up window to show the "Receipts" information.

30.Print: User click "Print" button then it will open new window to show the report of Purchase Order.

31.Delete: User click "Delete" button then it will deleted create screen.

32.Copy: User click "Copy" button then it will create duplicate the same screen of Purchase Order. 

33.Send Email: User click "Send Email"button then it will show the format of Email.

34.Upload File: User click "Upload" button then it will upload the image in this field.

Step 5. User click Receive Item" button then it will open new screen to show the information of "Receive Item".

1.Receipt /Receipt & Bill: From this drop down list users can create Received Inventory record for Received Item only or if bill is generated then for Received Item & Bill.

2.Document Date: Users will select the document date of this transaction from this field.

3.Reference Number: Users can write Reference number for this transaction in this field.

4.Txn Number: This field will show transaction number of the Receive Inventory which will be auto generated by the system.

5.Vendor: Users will select Vendor name from this drop down list.

6.Purchase Order: Users will select the Purchase Order for which you are receiving inventory.

7.Site/Location: Here you can change warehouse of your inventory.

8.Bill Received: If users have received the bill then tick this check box.

9.Mailing Address: This field will display mailing address of the vendor.

10.Memo: Users will enter Memo for the transaction in this field.

11.Account: This column will show list of accounts in which you want to save your transaction amount.

12.Amount: This column will show expense amount of the account.

13.Memo: This column will have fields for every account users can write Memo in it.

14.Customer: Users will select the customer from this drop down list.

15.Billable: If item is billable then check this tick box.

16.Delete:  This button will delete the selected account.

17. Add More: This button will Add More accounts to the list.

18.Expense Amount: This field will show Total Expense Amount of accounts.

19.Total: This field will show total amount of the item.

20. Bill Due: Its a bill of your total item in inventory.

21.Save & Exit: If you click "Save & Exit" button then it will move the item list in vendor center page.

22. Save & Continue: If you click "Save & Continue", then it will show you changes that you saved.

23.Save & Create New: If you click "Save and New", then it will redirect to "Edit" screen after saving record.

24.Transaction List: If you click the "Transaction List" button then it will show to redirect the main received item page.

Step 6. User click "Save & Continue" button it will open a new screen with different options here you Manipulate according to "Receive Inventory" screen.

1.Txn Number: User can see auto generated Txn Number in this column. 

2.Print: If you click "Print" button then it will generate the item report.

3.Delete: If you click "Delete" button then it will all the record is deleted.

4.Transaction List: If you click the "Transaction List" button then it will show to redirect the main received item page.

Step 7. If you click the "Transaction List" button then it will show to redirect the main received item page.

1.Received Item: User click "Received Item" button then it will open new screen to Add the information of "Received Item".

2.Search field: User search by "Vendor Name" and "Transaction number" in this search bar.

3.Txn Number: User can see Txn Number in this column.

4.Type: User can see "Type" of received item in this column.

5.Vendor Name: User can see "Vendor name" of received item in this column.

6.PO Number: User can see "PO Number" in this column.

7.Doc Date: User can see "Doc Date" of receive item in this column.

8.Due Date: User can see "Due Date" of receive item in this column.

9.Total Amount: User can see "Total amount" of receive item in this column.

10.Amount Due: User can see "Amount Due" of receive item in this column.

Step 8. Navigate to "Advance Inventory Module" and click on "Item Master" it will open "Inventory" screen and search "Item Code" of Purchase Order.

1.Add Item: User click "Add Item" button then it will open new screen to create the "Add Item" information.

2.Keyword: User will select the keyword in dropdown list.

3.Contains: This dropdown list work in selected to the "Quantity fields".

4.Search Field: User will search the data in this column.

5.Search Button: After enter the search data in search bar, User click "Search Button" it will show search record.

6.Refresh Button: User will click the refresh button then search bar is refresh.

7.Select Warehouse: User click dropdown and select the "Warehouse" from this dropdown.

8.Active Only Dropdown: User will click the active only dropdown list then it will show all active user and only active user.

9.Code: User will enter the code in this column.

10.Name: User will enter the name in this column.

11.Type: User will enter the type of field in this column.

12.Avg Unit Cost: User will enter the avg unit cost in this column.

13.Sell Price: User will enter the sell price in this column.

14. Quantity On hand: User will enter the quantity on hand in this column.

15. Quantity Allocated: User will enter the quantity allocated in this column.

16. Quantity On Purchase Order: User will enter the quantity on purchase order in this column.

17. Quantity On Production: User will enter the quantity on production in this column.

18.History: User click the history button then it will show all the history details of user. 

19.Location: User click the location button then it will show all the location details of item. 

20.BarCode: User will click the bar code button then it will show the bar code item in this column.

Step 9. User click "Receipts" button then it will open new pop up window to show the "Receipts" information.

1.Txn Number: User can see "Txn Number" of Purchase Order in this pop up. 

2.Vendor: User can see "Vendor Name" of Purchase Order in this pop up. 

3.PO Number: User can see "PO Number" in this field.

4.Doc Date: User can see "Doc Date" in this field.

5.Total Amount: User can see "Total Amount" in this field.

Step 10. User click "Print" button then it will open new window to show the report of Purchase Order.

1.Download Icon: User click "Download icon" then it will download the report.

2.Print Icon: User click "Print icon" then it will Print the report.

Step 11. User click "Copy" button then it will create duplicate the same screen of "Purchase order". 

Step 12. User click "Send Email"button then it will show the Format of Email.