Create and Submit Purchase Order(PO)

Step 1: Access the Purchase Menu

1. Log in to your backend with Manager privileges
2. Navigate to Purchase​ → Order​​

Step 2: Create a Purchase Order (PO)

1. Click the Create​ button
2. Fill in the basic information:
   • Vendor: Choose the vendor/supplier you’re purchasing from.​
   • PO Date: Defaults to today; adjust if needed.
   • Delivery Date: Optional; set if you expect delivery on a specific day.​
3. Click “Add a Product” in the Order Lines section.
4. For each product:
   • Choose the Product (drop down)
   • Quantity: Enter the quantity you want to buy.
   • MRP: Automatically filled from the product, but can be overridden if needed.​
   • Basic Cost: Enter the basic cost manually, or allow it to auto-fill from the product’s vendor price list.
   • Mark-up and Mark-down : Automatically calculate markup or markdown percentage

Step 3: Purchase Details

1. General Information:
   • Vendor-Related Product Display in Order Line:
     When a vendor is selected, only the products associated with that vendor will appear in the product dropdown on the order lines.

Step 1 :Open PO -> Requests for Quotation

Step 2 : After Click Add a product

Step 3 : Click Confirm the Order

Step 4 : And Click Approve Order

Step 4: Save the Purchase Order

1. Click Save Purchase Order
2. You can later click “Confirm Order” to validate and send the purchase order to the vendor.

Tips

• Use the duplicate button to quickly create similar PO’s
• Import PO in bulk via the Import feature
• You can select product variants in the Purchase Order, like size, color, etc.