Pending Purchase Orders

This module displays a list of purchase orders that are either pending or partially received by you.


1. From the Homepage, click on Purchases.

2. From the Purchases landing page, click on Pending Purchase Orders.

The page gets displayed with the following details:

  • Purchase Number: Displays the order in which the purchase order is created.
  • Delivery Date: Displays the date on which the order is supposed to be delivered.
  • Supplier: Displays the name of the supplier.
  • Amount: Displays the overall cost of the Purchase Order.

 

3. To edit a purchase order, click on an order from the list.

The page gets displayed with the following details:

  1. Send: Enables you to send SMS or email messages to the supplier.
  2. Print: Enables you to print your purchase order.
  3. Edit: Redirects you to the edit orders page where you can edit products, suppliers, delivery details, etc.
  4. More: Enables you to add an item and purchase notes. you can also delete the purchase order.
  5. Receive Items: If you have received the order, click on this tab to convert your Purchase Order into a Purchase Invoice and proceed to make payment.
  6. Displays the list of products and its pricing details
  7. Displays the order number, date of creation, and expected delivery date.
  8. Enables you to add Purchase Invoices to a Purchase Order.
  9. Displays supplier’s detail and enables you to contact the supplier.
  10. Displays the Outlet details

Important Note
You can link Purchase Order to a Purchase Invoice only if the supplier is the same.

Important Note
You can link Purchase Order and Purchase Invoice only belonging to the same Outlet.
What do you mean by linking Invoices and Orders ?

It is basically to keep track of all orders & invoices that you have received or are pending from a particular supplier. It also enables you to clear previous payments from a supplier when you are creating another purchase order from them.

4. You can also convert your Purchase Order into a Purchase Invoice by clicking on the Action tab > Convert To Purchase Invoice.

5. On clicking Convert To Purchase Invoice, a list of all products that you have ordered gets displayed. Click on Receive Items if you have received the order.

6. The following page gets displayed. Click on Save if you have received the goods and you want to make payment.

1. From the Homepage, tap on Purchases.

2. From the Purchase landing page, tap on Pending Purchase Order.

The page gets displayed with the following details:

  1. Displays the supplier’s name.
  2. Displays the order number and date of creation.
  3. Displays the amount of the purchase order.
  4. Displays the total number of items being ordered.
  5. Displays the status of the Delivery.

 

3. To edit a purchase order, tap on an order from the list.

4. To add a Purchase Invoice into a Purchase Order, tap on Add next to Purchase Invoice Details.

5. Select a Purchase Invoice and tap on Yes, Add.

The Purchase Invoice is Linked with the Purchase Order.

6. On tapping , the following options get displayed.

  1. Enables you to edit a Purchase order.
  2. Enables you to send notes about every product for which an order has been placed.
  3. Enables you to send notes regarding the purchase details of a particular purchase order
  4. Enables you to send SMS or email messages of a purchase order to a supplier
  5. Enables you to add purchase invoices into your purchase orders.
  6. Enables you to delete a purchase order.
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