Purpose
The Purchase Orders List page is your go-to space for creating a Purchase Order. This feature allows users to seamlessly generate POs, ensuring all necessary information is organized and accessible.
What can you do with it?
With the Create a Purchase Order feature, efficiently manage your procurement process. This functionality allows users to create a Purchase Order, providing a structured way to handle your inventory orders by systematically inputting necessary data and selecting preferred vendors.
How is it done?
Navigate to the Purchase Orders List page within the Inventory module.
Click on the Create a Purchase Order button.
Input Necessary Details:
Name: Enter a descriptive name for your Purchase Order.
PO Number: Provide a unique PO number to identify this order.
PO Date: Select the date of the Purchase Order using the Date Select feature. Note that if left empty, this will default to the current date and time.
Vendor: Choose the vendor from a predefined list using the Data Select option.
Review the information carefully to ensure accuracy.
Confirm by clicking Save to finalize and create your Purchase Order.
Important Considerations
Always verify that the PO Number is unique to avoid duplication errors.
Ensure the Vendor selection is correct, as this dictates the source of your inventory order.
Best Practices
Consistently use meaningful and descriptive names for POs to enhance searchability and records management.
Regularly update your vendor list to ensure all selections are current and accurate.