How to Create a Purchase Order ?

Follow the below steps to create a purchase order:

Step 1. After successfully logging in to the POS system, navigate to the left-hand menu and click Inventory. From the Inventory menu, select Purchase to access the purchase management section (as shown in "1" and "2").





Step 2. On the Purchase management screen, click Create PO to create a new Purchase Order and begin the procurement process (as shown in "3").

Step 3. Select the supplier from the available list (as shown in "4"), then click Next to proceed with the Purchase Order creation process (as shown in "5").

Alternatively, if the supplier is not available in the list, click Add New Supplier to create a new supplier record before proceeding with the Purchase Order.



Step 4. Search for and add the products you want to order from the selected supplier (as shown in "6"). 

Select the required products and specify the quantities to be included in the Purchase Order.

Step 5. Enter the required quantity for each selected product to specify the number of units to be ordered from the supplier (as shown in "7").

 Ensure the quantities are accurate before proceeding to the next step.



Step 6. Review the Purchase Order details, including the selected supplier, products, quantities, and any additional information entered.

Verify that all details are accurate before submitting the Purchase Order for processing.



Step 7. Once all Purchase Order details have been verified, click Generate PO to create and submit the Purchase Order for the selected supplier (as shown in "8").