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 "Vendor Center" will open to the new page and click the   'Transaction' button it will show the 'Purchase Order' option.

Step 3. When user click 'Vendor Center' then it will open new screen and click "Transaction" button it will show the "Purchase Order" option. 

1.Create Purchase Order: Users will create new Purchase Order by clicking on this button.

2.Export to Excel: This button will Export your report to Excel file and it will be downloaded to your device. 

3.Export to PDF: This button will Export your report to PDF file and it will be downloaded to your device.

4.PO Number: This column will show Purchase Order Transaction Number which is auto generated by the system.

5.Date: This column will show Document Date when Purchase Order was generated.

6.Due Date: This column will show the Due Date of Purchase Order.

7.Total: This column will show Total Amount of Purchase Order.

8.Status:  This column will show Status of the Purchase Order.

Step 4. Once you are on Vendor Center page click on Blue button that says “Create Purchase Order”.

Users will enter the new record for the Purchase Order from this window.

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

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

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

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

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

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

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

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

12.Item: This column will show Item list.

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

14.QTY: Users will enter Quantity of Item in this field.

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

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

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

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

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

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

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

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

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

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

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

Step 5. User click "Save & Continue" button it will open a new "Edit" screen with different options here you Manipulate according to "Purchase Order" screen.

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

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

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

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

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

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

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

Step 6. 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 is will redirect to create screen of lead source 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 7. 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 8. 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 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.