Flowchart for Creating Purchase Orders in SwilERP

Flowchart for Creating Purchase Orders in SwilERP

Overview


Need to place an order with your vendor? The Purchase Order feature lets you create and manage detailed purchase orders, including item descriptions, quantities, and prices.

Steps to Generate a Purchase Order:

  • Go to the Purchase Menu → Select Purchase Order → Add your vendor and product details → Save and share the purchase order with the vendor.

 

Form Name: Purchase Order


Prerequisite:

  • Vendor details must be added to the system.

  • Inventory requirements should be finalized.


Step-by-step Instructions: Create Purchase Order in SwilERP


Image of Purchase Order 




      • Related Articles

      • Purchase Invoice Process Flow Overview in SwilERP

        Overview Want to record a purchase transaction? The Purchase Invoice feature makes it easy to log invoices and track vendor payments while keeping GST compliance in check. Steps to Generate a Purchase Invoice: Go to the Purchase Menu → Select ...
      • Generate Order from Purchase Order

        How to Create Purchase Order in SwilERP What is a 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 ...
      • 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 ...
      • Reorder Management Flowchart Overview in SwilERP

        Overview Running low on stock? The Reorder feature helps you identify items that need restocking. It’s a simple way to ensure your inventory levels are always maintained. Steps to Use the Reorder Feature: Go to Reports → Inventory Reports → Reorder ...
      • Purchase Order Status Report

        How to view Purchase Order Report in SwilERP (RetailGraph) What is a Purchase Order Report? Purchase order status is an option in SwilERP, that is used to view the real-time status of purchase orders. This report shows all the orders given to the ...