A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from external suppliers.
PO’s created here will automatically be saved in the purchase list.
Get to the page below via Homepage > Purchases > Create New PO
Select the type of supplier from which to order the item(s). The layout of the page will change, with added / removed options and fields depending on which supplier type is selected.
Multi Supplier: This refers to a purchase order which cites multiple products from more than one vendor.
Independent Supplier: A vendor who is not registered in your list of suppliers (e.g. A door-to-door salesperson).
These fields allow you to enter key dates regarding the purchase.
Required Date: Tap this field to select the date in which the purchase must be delivered by the supplier(s).
This area is where you can add items to the purchase order.
Tapping this field will launch a small pop-up window displaying all registered contacts. Tap the one you wish to add to this line.
Enter the code (item number) of an item in your inventory to quickly add it to the purchase order.
Taping the item field launches a small pop-up window, enabling you to add an item, from an inventory category, to the purchase order.
Tap this field to edit the quantity of the item(s) being purchased.
The unit shown here will depend on the setting of each item’s Units of Measure.
Tap this field to set the price per unit. This will be reflected in the Subtotal.
This feature allows you to input a discount, in either a fixed monetary amount, or a percentage of the total item’s cost.
Tap this field to override and disable the purchase taxes concerning this item.
Homepage > Settings > Accounting > Taxes
Tap this field to edit the subtotal for this item. This will be reflected in the Unit Cost.
Tap the highlighted icon for more options regarding this item line.
Tap this icon to delete the line, removing it from the purchase order.
Tap this button to add another line to the purchase order, allowing you to add multiple suppliers and items.
Tap this button to add another line to the purchase order, allowing you to add items which aren’t in your inventory.
Tap this button to add another line to the purchase order, allowing you to add any other, miscellaneous costs (e.g. Special delivery charge).
Tapping this button will launch the devices’ camera, enabling you to scan an item’s barcode. Should the item be in your inventory, it will be automatically added to the purchase order.
Tap this field to add any further information regarding this purchase order.
Once all suppliers, items, and charges have been added to the PO, tap the highlighted button shown in the image below.
Supplier Details Page
This page shows the list of items ordered from each supplier, along with subtotals, delivery charges, discounts, tax and the final total.
You may also enter the Order Number, Required Date, custom Reference, and a Note for each supplier.
Tap the check mark to save the purchase order, adding it to the Purchase Order List.