The Purchase Order feature allows management and coordination of orders with suppliers. New purchase order can be created, pending orders tracked, and stocks updated once items are received.

Note: At least one supplier must be added before creating a purchase order. Refer to Purchase Order Suppliers

Accessing Purchase Orders

1. Open your Dashboard
2. Navigate to Inventory > Purchase Orders

Add New Purchase Order

To add a new purchase order, click on the '+' button

The following fields are required to create a purchase order

Create Stock Addition

To update stocks for received items:

1. Click the dropdown arrow next to the purchase order
2. Select Create Stock Addition
3. You will be redirected to the Stock Additions page, with relevant fields pre-filled
4. Adjust quantities under the Add Quantity column if received amount differs
5. Click Save to complete the stock update.

You will then be redirected back to the Stock Additions page, where you can see the newly created record listed.

Delete Purchase Orders

To remove a purchase order:

1. Select the purchase order(s) to delete
2. Click on More Actions
3. Select Delete Selected
4. Confirm the deletion

Note: 

Stock additions will not be removed from existing stock counts.

In the example above, Purchase Order #4 will be removed

Export Purchase Orders

To export purchase orders to Excel:

1. Select the Purchase Order(s) to export
2. Click on More Actions
3. Select Export Selected

An Excel file containing the selected purchase orders will be generated.

Import Purchase Orders

The import feature allows adding or updating multiple purchase orders:

1. Prepare an Excel file containing the required purchase order data
2. Click on More Actions
3. Select Import File
4. Upload your Excel file

The system will create new purchase orders or update existing ones based on the provided information.

Notes:

• The import feature allows adding or updating one purchase order at a time.
• Leave the Purchase Order ID field blank to create a new purchase order.
• Providing a Purchase Order ID will update the existing purchase order with that ID
• Always review and verify the Excel file before importing to ensure all data are accurate, complete, and correctly formatted to prevent errors during import.

Purchase Order - Suppliers

The Suppliers section allows creation and management of supplier profiles. These suppliers can then be assigned to purchase orders.

Accessing Suppliers

1. Open your Dashboard
2. Navigate to Inventory > Purchase Order > Suppliers

Adding New Suppliers

To add new suppliers, click on the '+' button

The following fields are required to create a purchase order supplier

Delete Suppliers

To remove supplier(s):

1. Select the supplier(s) to delete
2. Click Delete Selected
3. Confirm the deletion

In the example above, the supplier Apple Store will be removed.