PO(Without PR)

This page helps to create purchase orders without purchase request.

Step 1: Open the PO(Without PR) page.

Step 2: Creating a new purchase order

• At the top-right side click on “CREATE NEW PURCHASE ORDER“.
• A new page will appear
• The date will automatically be updated.

Step 3: Filling the required information

IN GENERAL

• The code will be generated after the submission of this page.
• Select the Purchase type:- Purchase or Replacement.
• Select the kind of items:- Inventory or Asset.
• Select the branch from where the items are to be picked.
• Add remarks (it is optional)

PARTY DETAILS:

• Enter the details of the Vendor
• The vendor’s currency and base currency will automatically updated to INR(Indian Rupee)
• Select the Address of the Vendor
• Select the location where you want to ‘Ship To’ the product.
• Enter the Department among the choices.
• Click on SUBMIT
• After this, the order will be submitted as a draft.

Step 4: Add Items

• After submission new page will appear

• Select the items that you want to purchase and it’s prices will shown in Rate per unit
• Add the quantity as per your needs (Below, it was written how much quantity is in stock)
• Select the delivery date
• Click on ‘ADD’ to add the item and the whole detail will be displayed.

• If you add SPGS(a set of products) from the items.

• A box will appear like this
• It will show us the description of the parts of SPGS and the quantity with its rate.

• After submission, it will added to the purchase list of items

Step 5: Send it for Approval Request

• At the top right side, there is an icon “Send for Approval”

• Click on it and the draft will be sent for approval