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Purchase Order

The Purchase Order feature is used to create a list of consumable inventory items to be ordered or purchased. This process helps manage and formalize the procurement of goods for the property.

Step-by-Step Process for Creating a Purchase Order​

  1. Select the Inventory & Assets menu, then click the Purchase Order submenu to open the Purchase Order window.
  2. Click the Insert button to add a new order. The Purchase Order Editor window will appear.
  3. Fill in the supplier information in the Supplier Information section:
    • Select the supplier in Supplier.
    • Complete the details for Contact Person, Address, City, Phone, Fax, and Email if not already available.
  4. Fill in the shipping information in the Shipping Information section:
    • Select the shipping address in Company.
    • Complete the details for Contact Person, Address, City, Phone, Fax, and Email if not already available.
  5. Fill in the general information in the General Information section:
    • Select the creation date in Date.
    • Enter the employee making the request in Request By.
    • Add any relevant notes in Remark.
  6. Add the items to be ordered in the Detail Information section:
    • Select the storage location in Store.
    • Select the item to be ordered in Item.
    • Enter the quantity in Quantity.
    • Enter the unit of measure in UOM.
    • Enter the unit price in Price.
    • Add any item-specific notes in Remark.
    • Click Insert to add the item to the list.
    • Repeat these steps to add more items as needed.
  7. To edit an item:
    • Select the item in the detail table and click the Update/Edit icon. The button will change to Save.
    • The fields will populate with the selected item's data. Make the necessary changes.
    • Click Save to update the item. The button will revert to Update.
  8. To delete an item:
    • Select the item in the table and click the Delete icon.
    • The item will be removed from the list.
  9. To finish and save the purchase order, click Save & Close.

The status of a new purchase order is automatically set to Unreceive.

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