PURCHASE ORDER CREATE

The Purchase Order Create interface enables users to generate and manage purchase orders by entering procurement details, vendor information, items, billing and shipping information, and applicable terms and conditions.

  1. Click on "Procurement".
  2. Click on "Create" under "Purchase Order". STEPS TO CREATE

This will open the Purchase Order Form.

Purchase Order Form

PURCHASE ORDER FORM

  • PO Date: Indicates the date the Purchase Order is created.
  • Procurement Type: Defines the category of procurement, such as Direct or Indirect.
  • Currency: Specifies the currency for the transaction (e.g., USD, EUR).
  • PO Files: Allows uploading of related PO documents.

Vendor Details Section

VENDOR DETAILS

  • Vendor Name: Name of the vendor from whom goods/services are procured.
  • Quotation Dated: Date when the quotation was issued.
  • Vendor ID: Unique identifier for the selected vendor.
  • Vendor Address: Automatically filled based on selected vendor.
  • Quotation Reference No.: Helps trace and verify the associated quotation.

Items Section

PURCHASE ORDER FORM

  • Upload Items: Bulk upload option for item details.
  • Item Number: Select the Unique identifier for each item from the dropdown field.
  • Mftr Item Number: Manufacturing item number this field is auto-populated once the item number is selected.
  • Description: Enter the Brief item description.
  • UOM: Unit of Measurement (e.g., pcs, kg).This is auto-populated once the item number is selected.
  • Unit Price: Enter Price per unit.
  • Quantity: Number of units required.
  • Drawing Rev No.: Enter the Version of the item’s technical drawing.

Add Project

  • Project Number: Select from dropdown.
  • Project Quantity: Specify allocated quantity.

    Add Button: Click to assign the project details.

Add Delivery Schedule

  • Date: Select delivery date.

  • Quantity: Enter delivery quantity.

    Add Button: Click to include the schedule.

  • Special Instruction: Notes for handling, packaging, etc.

  • Attach Technical Doc: Toggle to upload related technical documents.

Tax Details

  • SGST (%) / CGST (%) / IGST (%) / UTGST (%): Enter applicable tax rates.
  • Total (Including Tax): Automatically calculated.

Billing & Shipping Details Section

PURCHASE ORDER FORM

  • Delivery Terms: Conditions for delivery (e.g., FOB, CIF).
  • Payment Terms: Terms outlining payment schedule.
  • Shipping Mode: Mode of transportation (e.g., Air, Sea).
  • Ship To: Destination for delivery. Selected via dropdown.
  • Bill To: Billing address. Selected via dropdown.
  • Ship To Address / Bill To Address: Auto-populated based on selection.

Terms Section

PURCHASE ORDER FORM

  • Retention Period: Time for which part of the payment is retained.
  • Special Terms & Conditions: Custom terms outside standard PO template.
  • Inco Terms: International commercial terms (e.g., FOB Chennai Port).

Save: Submits the Purchase Order form. All required fields and documents must be completed.

Icons

ICONS

  • Refresh: Reloads the form and data.
  • Home Icon: Navigates to the application’s home page.
  • Back Icon: Returns to the previous screen.