How to Create Purchase Order & Convert in Purchase Invoice in RetailGraph ERP

Create Purchase Order & Convert into Purchase Invoice

How to Create Purchase Order & Convert into Purchase Invoice in SwilERP (RetailGraph)


What is Purchase Order?

A purchase order, or PO, is a document a buyer sends to a supplier or vendor to authorize a purchase. Purchase orders outline what the buyer would like to purchase and how much of it they would like to receive. These records help both the buyer and seller document transactions.

In SwilERP, users can easily generate purchase orders from the purchase section. The purchase order is like a temporary bill, buyers can generate a purchase order as per the requirement of their stock. The products will be added to your stock after creating a purchase invoice.

Here is the process to create the purchase order in SwilERP.

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Start with Login in SwilERP Software to initiate the process

  1. Go to Purchase> Purchase Order.
Reference image:
SwilERP Dashboard Window
How to Generate Purchase Order?
A new window of purchase order will appear in the next slide. Update the following details to create a purchase order:
  1. Enter the vendor's name in the Name column.
  2. Enter details of Refer by and Reference Number, if required.
  3. Now, select Product from the drop-down list or you can create a new product manually.
  4. MRP, Sale Rate, and Rate are automatically filed if you select the existing product.
  5. Enter the Quantity of product which you want to order.
  6. You can select multiple products at your convenience.
  7. Save the page with the given option.
The below-given image for your reference:

Create purchase order in Retailgraph.Generate Invoice Window

How to Preview and Print the Invoice

Users can easily preview the invoice and print it out with the options in the view tab.
  1. Go to the View tab.
  2. Select the Preview option, if you want to view the invoice.
  3. Click on the Print Options to print the purchase order invoice.

Preview and print purchase order in Retailgraph.Purchase Order Window

How to convert order into purchase invoice

 To convert order into purchase invoice follow the below-given steps:
  1. Go to the Purchase Invoice window.
  2. Select the vendor's name.
  3. After that a new pop-up window of pending orders will appear.
  4. Press OK, and go to the Clear Order option.
Clear order in Retailgraph.Pending Order Window
  1. Tick-mark on the invoice number, which you want to convert into purchase invoice.
  2. Then Press OK.
Select order in Retailgraph.Clear Challan Window
  1. After selecting the invoice number, product details will be filed automatically.
  2. Enter the Reference number and Save the page.
Create purchase invoice in Retailgraph.Purchase Invoice Window



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