{"id":3862,"date":"2023-05-10T09:44:35","date_gmt":"2023-05-10T09:44:35","guid":{"rendered":"https:\/\/jaldi.store\/?p=3862"},"modified":"2026-09-03T11:57:44","modified_gmt":"2026-09-03T11:57:44","slug":"how-to-create-purchase-order-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-purchase-order-in-adempiere-retail\/","title":{"rendered":"How to Create Purchase Order in ADempiere Retail"},"content":{"rendered":"\n

Purchase Orders issued by a buyer (our organisation) to a seller (the vendor). It specific information like product details, quantity, price, vendor details, purchase date, expected delivery date , tax and other product related details. It is also called as PO.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • BackOffice<\/li>\n\n\n\n
  • Purchase Manager<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Admin<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Create PO<\/li>\n\n\n\n
    • Edit PO<\/li>\n\n\n\n
    • Void PO<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Vendor and item master should be created<\/li>\n\n\n\n
      • Tax and charge structure should be defined<\/li>\n\n\n\n
      • PO numbering and format should be configured<\/li>\n\n\n\n
      • User roles and permissions should be granted<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • PO must have a unique number and valid vendor<\/li>\n\n\n\n
        • Only authorized users can approve or cancel<\/li>\n\n\n\n
        • PO can be edited only before approval<\/li>\n\n\n\n
        • GRN and invoice should match PO for validation<\/li>\n\n\n\n
        • Cancelled or expired POS cannot be used for receiving goods<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          Step 1 : <\/strong>Select \u2018Purchase Order\u2019 <\/strong>in Menu <\/strong>-> Purchase Management <\/strong>-> Purchase Order OR Search Purchase Order in Lookup<\/strong>.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Create Purchase Order<\/h3>\n\n\n\n

          Step 2 : <\/strong>Click the \u2018New Record\u2019 button to create a new purchase order.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Step 3 : <\/strong>Enter Below Info<\/p>\n\n\n\n

            \n
          • Select vendor in the \u2018Vendor\u2019 field.<\/li>\n\n\n\n
          • Select vendor\u2019s location int the \u2018Location\u2019 drop down field.<\/li>\n\n\n\n
          • Select company agent in the \u2018Company Agent\u2019 drop down field.<\/li>\n\n\n\n
          • Select payment term in the \u2018Payment Term\u2019 drop down field.<\/li>\n<\/ul>\n\n\n\n
            \"TenthPlanet<\/figure>\n\n\n\n

            Step 4 : <\/strong>Fill the mandatory fields and Save the document, Document No will be generate.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 5 : <\/strong>Click \u2018Search Product\u2019 button.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n
            \"TenthPlanet<\/figure>\n\n\n\n

            Step 6 : <\/strong>Click \u2018Load Item\u2019 button.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 7 : <\/strong>Select the product and assign the quantity in the \u2018Order Qty\u2019.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 8 : <\/strong>Check the selected product and then click \u2018Ok\u2019<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 9 : <\/strong>The selected product details will appear in the \u2018PO Line\u2019 tab.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 10 : <\/strong>User can also select the product in \u2018PO Line\u2019 by creating the new record.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 11 : <\/strong>User can select the product in the \u2018Product\u2019 field by clicking the icon in the right side of the field or user can search the product based Product Code Using or user can search the product based Product Name Using @.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n

            Step 12 : <\/strong>Select the product in the \u2018Product Info\u2019 window based on the selected vendor and click \u2018Ok\u2019.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n\n\n\n
            \"TenthPlanet<\/figure>\n\n\n\n

            Step 13 : <\/strong>Enter Below info after product select<\/p>\n\n\n\n

              \n
            • Enter the product qty in the \u2018Quantity\u2019 field.<\/li>\n\n\n\n
            • Then click \u2018Save\u2019 button and the rest of the field will be auto-calculated.<\/li>\n<\/ul>\n\n\n\n
              \"TenthPlanet<\/figure>\n\n\n\n
              \"TenthPlanet<\/figure>\n\n\n\n

              Step 14 : <\/strong>Switch to the \u2018Purchase Order\u2019 tab and the click the \u2018Complete\u2019 button to complete the document.<\/p>\n\n\n\n

              \"TenthPlanet<\/figure>\n\n\n\n

              Step 15 : <\/strong>The \u2018Document Status\u2019 is changed into \u2018Completed\u2019 state.<\/p>\n\n\n\n

              \"TenthPlanet<\/figure>\n\n\n\n

              Step 16 : <\/strong>Once the Document completed user can print Preview the PO by clicking the “Print Preview” Icon<\/p>\n\n\n\n

              \"TenthPlanet<\/figure>\n\n\n\n

              Step 17 : <\/strong>User can print the document by clicking the “Print” Button<\/p>\n\n\n\n

              Step 18 : <\/strong>User can mail the document to vendor by clicking the “Send Mail” Button<\/p>\n\n\n\n

              Step 19 : <\/strong>Click ‘OK’ button to send PO mail<\/p>\n","protected":false},"excerpt":{"rendered":"

              Purchase Orders issued by a buyer (our organisation) to a seller (the vendor). It specific information like product details, quantity, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,80,83],"tags":[],"class_list":["post-3862","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-purchase","category-adempiere-retail"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/3862","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=3862"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/3862\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=3862"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=3862"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=3862"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}