{"id":4232,"date":"2021-04-15T17:13:23","date_gmt":"2021-04-15T11:43:23","guid":{"rendered":"https:\/\/easemyproduction.com\/?post_type=epkb_post_type_1&p=4232"},"modified":"2021-12-06T16:50:37","modified_gmt":"2021-12-06T11:20:37","slug":"purchase-order","status":"publish","type":"epkb_post_type_1","link":"https:\/\/easemyproduction.com\/knowledge-base\/inventory\/inventory-procurement\/purchase-order\/","title":{"rendered":"Purchase Order"},"content":{"rendered":"\n

Purchase Order<\/h1>\n\n\n\n

A purchase order is an order issued by the company\/facility to the specific vendor along with the price, quantity, tax, and terms and conditions. Create PO from the facility in which items are to be purchased and inward.<\/p>\n\n\n\n

Create Purchase Order<\/h2>\n\n\n\n
  1. Select Warehouse facility in which order is to be booked.<\/li>
  2. Go to Operations<\/strong> tab > <\/em>Procurement <\/em><\/strong>> <\/em>Purchase<\/em><\/strong> > Purchase Order<\/em><\/strong>.<\/li>
  3. Click on \u201cAdd Purchase Order\u201d <\/strong>button.<\/li>
  4. Select Auto Generated PO No<\/strong> from dropdown<\/em> or you can manually add Purchase Order no<\/strong> by clicking on the tick below that.<\/li>
  5. Choose Vendor<\/strong> from the dropdown. Ensure that vendor details are added in Masters > Vendors<\/strong> before adding in Purchase order. To know more on adding Vendor, click here<\/a><\/strong>.<\/li>
  6. Select Profit Centre, Payment Mode<\/strong> from dropdown.<\/li>
  7. Click on Checkbox <\/em>if the shipping address is the same as the billing address. Else fill in the shipping details.<\/li>
  8. Upload\/View document<\/a><\/strong> if any by clicking on upload button<\/li>
  9. Click on Add Item<\/strong>. <\/em>Select items for Purchase order.<\/li>
  10. Enter the Qty<\/em>, rate, discount<\/em><\/strong> percentage<\/strong>(if any). <\/em>Add Extra Charges <\/em>(if any).Ensure that extra charges are added in Masters > Extra Charges<\/strong> before adding in sales order. To know more on extra charges, click here<\/strong><\/a><\/li>
  11. Click on \u201cSubmit\u201d<\/strong>.<\/li><\/ol>\n\n\n\n
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    Note:<\/p>

    1. Once the Purchase order is created, it will show Submit<\/strong> as status. Only the warehouse manager\/other users who has permission<\/a><\/strong> to approve the PO will be able to approve it. After approval, it will show status as \u201cProcessing<\/strong>\u201d.
    2. On selecting a vendor > Add items<\/strong>, it will show the list of items mapped with the vendor<\/strong>. To know more on,     Vendor Item mapping. Click here.<\/a><\/strong><\/p><\/div>\n\n\n\n