Purchase Orders

Internal purchase orders can be done by sending purchase orders to warehouse, or other branches. External purchases will be done by sending purchase orders to suppliers.

 

Columns

  • Reference: Purchase order transaction reference.
  • Business Date: Business date when the purchase order transaction was performed.
  • From: The requesting branch.
  • To: The receiving branch.
  • Employee: The person who performed the transaction.
  • Status: Transaction status.

 

Performing a purchase order can be done by clicking on Add New in Inventory > Purchase Orders which will result in displaying:

Basic data>

  • Branch: The branch that is requesting the purchase order (PO).
  • Supplier: The internal/external supplier you’re requesting the items from.
  • Business date: The date of the purchase order transaction.
  • Notes: Any notes related to this purchase order or the items.

Items>

Add the items in this transaction by filling in their details:

-Select an item: Select the item you want to purchase.

-Quantity: Add the quantity of the item you want (In Purchase unit or Storage units or ingredient units).

Upload items via excel:

If you’re requesting a large quantity of items, download the template and fill it in using an Excel sheet editor. Upload the sheet to the system.

Add items From Tag:

Add Items from “Tags” to make things easier. For example, if you have a “Soft Drinks” tag you can use it to quickly add soft drinks to the PO.

Once an employee makes the Purchase Order, it will appear in the PO page. Purchase Orders will be shown with their:

  • Reference: Purchase order transaction reference.
  • Business Date: Business date when the purchase order transaction was performed.
  • From: The requesting branch.
  • To: The receiving branch.
  • Employee: The person who performed the transaction.
  • Status: Transaction status.

After creating a PO, its status is saved as pending. While pending, the PO can be edited as needed. After reviewing the PO, it can be approved or declined. Approved POs can be converted to a purchasing or a transfer transaction depending on the PO destination. The approval process provide you with more control over your business.

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