Create New Purchase Order

 

To create a new purchase order,

  1. Click the Purchase tab in the header pane. The Purchase Orders list view page opens.

  2. Click New Purchase Order button. The PO form opens. By default, the status of the Purchase Order in the new PO form is New PO, on saving the PO the status changes to Open.

  3. Specify the PO# number, on the top right corner of the page, in Order No text boxes. E.g. P.O #2268.

  4. Specify the PO Name say, Nescafe Coffee Vending machine and Required by date from the calendar button in the given text field. The Order No and PO Name are mandatory fields.

  5. Select the Vendor Name from the combo box.
    If the vendor is not available in the list, click Add New icon beside the name field and specify the vendor details like Name, Description and Contact Person of the vendor. Save the details.

  6. Select the Shipping & Billing Address from the combo box.
    You can also add the shipping and billing address by clicking the Add New link . Enter relevant details in the pop up window.

  7. Select the Product Type from the drop down box. The product type associated to the vendor is listed.

  8. The list of Product for the specified Product Type is listed.  
    You can also add the Product and Product Type for the vendor on clicking the Add New icon . Enter relevant details in the pop up and save.

  9. Enable the check box beside the item name. The Quality text box is in editable mode. Specify the quantity of items to be ordered in the text box. The cost calculation for the item changes according to number of items purchased.

  10. Specify the general information such as, Requested By, Cost Center and G.L. Code in the given text field. By default, the Requested By will be the name of the technician creating the PO. The Created Date and the Owner is in non editable text.

  11. Specify any related comment regarding the purchase order in the Remarks field. Ex: if the PO# name is PO NS-Sx4 then in this case you can explain about the NS-Sx4 in the PO# name. Where NS-Sx4 stands for Nescafe Coffee vending machine.

  12. Also specify the terms and conditions of the purchase in the Terms field.

  13. If you would like to attach a file then click Attach File button.

  14. Select the Approvers of the purchase order from the PO Approver(s) list pop window by clicking the icon .

  15. Enter the Signing Authority of the company in the field provided.

  16. Click Save the Purchase Order button to save the details.

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