Purchase Orders

Purchase Orders (POs) allow you to create, track, and manage procurement requests with vendors.

What You’ll Learn

• Create and send POs
• Track PO status
• Edit or cancel POs
• Export PO records

Accessing Purchase Orders

Step 1: Go to Purchase → Purchase Orders

Interface Breakdown

• PO Table: PO number, vendor, items, status, total amount
• Action Buttons: Add, edit, cancel, export

Creating a PO

• Click Add Purchase Order
• Fill in:
  • Vendor
  • Items (select from inventory)
  • Quantity, rate, tax
  • Delivery Date
  • Notes or terms
• Click Save & Send

Tracking PO Status

• Status tags: Draft, Sent, Received, Cancelled
• Click the PO row to view details

Exporting PO Records

• Click Export
• Choose format and fields

Mobile Usage

• Create and track POs via mobile
• Swipe to edit or cancel

Important Notes

• Link items to inventory for stock updates
• Confirm vendor before sending PO

Troubleshooting

• PO not saving → Check required fields
• Items not appearing → Confirm inventory setup