Guide: Create Purchase Order and Approval process

Create Purchase Order and Approval process

Used to create a purchase order to send to the vendor for the purpose of purchasing.

Can create Purchase order without creating Purchase request, Quotation if Not create Purchase request, Quotationis enabled.

Purchase orders can be created from the following types:

• Purchase order is created from an existing item
• Purchase order generated from Estimates
• Purchase order created from Purchase request
• Purchase order created from Sales invoice

Create Purchase Order

You can create multiple Purchase Orders from a purchase request or an Estimate or a sale invoice.

• Step 1. Create approval process for Quotation ( if nececessary) atapproval setting.
• Step 2.Go to Purchase Ordermenu under Purchasemodule from the left sidebar-> Click Newbutton
• Step 3. In the Add Purchase Order page, fill the following details: 1. Enter Purchase order description2. Select a Vendor3. Select a purchase request or a estimate or sale invoice or available item Select a item and clickto add this item to quotation.Clickto remove this item from quotation.4. Fill theshipping informationand other required details
• Step 4. Click Savebutton
• Step 5. Approve purchase order (if there is an approval process)1. Select purchase order as Draft-> Click View2. Click Send approval request⇒ notify you to send approval request successfully. Approvers receive approval request notifications via email and web3. Log in to the approver account -> click on the notification requesting approval -> Click the Approvebutton -> enter the content in the Reason field (if any) -> select Approveor Deny.If you are an admin, you can update the status of quotation toapprovedorrejectedorcanceled.
• Step 6. After the purchase order has an approved status, this purchase order will be displayed in thecorrespondingvendor portal.
• Step 7. Go tovendor portal-> Select Purchase ordermenu ->confirmthis purchase order andupdate delivery date
• Step 8. Update the delivery status of Purchase order