Purchase Order Creation Guide

Go to Purchase module → Purchase Order → New Purchase Order from the sidebar.

Choose existing supplier or create a new one. Supplier contact details and payment terms will auto-fill.

Enter purchase order date and expected delivery date. Add PO number if not auto-generated.

Select items/products you want to purchase. Use search or scan barcode to add items quickly.

Specify the quantity needed for each item. Check current stock levels if needed.

Enter rate per unit. System will show last purchase rate and suggested rate for reference.

Add any vendor discounts (percentage or fixed amount) on individual items or overall.

Select tax template (GST Input/Purchase Tax). Tax will calculate automatically.

Include freight, packaging, insurance, or other additional charges if applicable.

Define payment terms (Net 30, Net 60, etc.) and payment method.

Select delivery location/warehouse where goods should be delivered.

Include any special instructions, terms and conditions for the vendor.

Verify calculated total including all items, taxes, discounts, and charges before submitting.

Click Submit to finalize. This will send the PO to vendor (if email enabled) and update inventory status.

Monitor PO status, create purchase receipt when goods arrive, and generate purchase invoice for payment.