How to create Purchase Order?
There are two options for creating new P.O.:
1 : From vendor details screen select New P.O., it will create new P.O. for particular vendor directly.
From toolbar click on + button and select Purchase Order.
On selecting any of this two options it will open new Purchase Order page, in that you can fill information like:
1.1 : Supplier Details:
1.1.1: Here you have to select vendor from vendor list or you can add new vendor or import from device contact.
You can fill billing and shipping address.
1.2 : P.O. Details:
1.2.1 :Here you can set Date, P.O. number, PDF sub title, Currency.
1.2.2 :You can also set Discount in % or amount and also set apply discount before tax or not.
1.3.1 :In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
1.3.2 :You can also manually enter task one by one by entering values to task name, hour and rate.
1.3.3 :You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.
1.4.1 :In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
1.4.2 :You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
1.4.3 :You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.
Notes and Terms:
You can add notes and Terms and condition in related field.
After fill above details click on Save button, it will save Purchase Order.