Inventory

Purchase Orders Overview

A purchase order is an official document that you issue to your vendors, indicating relevant information about what you want to buy, the quantity, the price agreed for that particular product or service.

Purchase Order Workflow Diagram

Let’s see an overview of how you can configure and operate your purchase orders.

Managing Purchase Orders

Creating purchase orders:

• Creating a New Purchase Order
  • Primary Purchase Information
  • Item Information
  • Additional Information
• Creating Purchase Order from Contacts
• Creating a drop shipment

Life cycle of a purchase order:

• Status of a Purchase Order

Editing and deleting a purchase order:

• Editing a Purchase Order
• Deleting a Purchase Order

Importing & Exporting Purchase Modules

Purchase Orders

• Importing Purchase Order
• Exporting Purchase Orders

Bills

• Importing Bills
• Exporting Bills

Purchase Receives

• Purpose of a purchase receive
• Creating a purchase receive
• Converting a purchase receive into a bill
• Creating purchase receives for existing bills

Bills

Life cycle of a bill:

• Bills Workflow Diagram
• Bill Status

Creating bills:

• Creating a bill
• Raising a bill for multiple purchase orders

Options for bills

• Other options with Bills

Recording Bill payments

• Bill Payments
• Sorting and viewing Bills
• Payments Made
• Options associated with Bill payments

More Actions

• Convert a PO to Bill
• Canceling Purchase Order
• Attaching Files with Purchase Order
• Additional Tools
  • Print
  • PDF
  • Mail
  • Clone