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 "Add Purchase Order" button then it will open new screen to create 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.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 "Edit" button then it will open new screen to update the information of "Purchase Order".

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.