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 they would like to receive. These records help both the buyer and seller document transactions. It keeps business operations efficient and organized and also allows the seller to ensure it can provide the goods and services requested before committing to fulfillment, giving the buyer time to plan accordingly.
How does a purchase order work in SwilERP?
A Purchase Order is an invoice issued by the buyer to a vendor for ordering their product. 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.
To create a purchase order invoice from SwilERP do follow these instructions
Open SwilERP Dashboard
- Go to Purchase> Purchase order> Order form.
Note: Shortcut key of this press Ctrl+F12.
Create Purchase Order Invoice.
- Click on the Order form window:
- Select the Vendor name.
- As per your convenience update the Reference number.
- Select the Product details or you can also create a new product in product master.
- Add Quantity of the product.
- Save the page with the above-given option.
- To Print and Preview the invoices:
- Go to the View option.
- Click on the Preview and Print Option to print your invoice.
Steps to Set layout of the invoice.
- To Set Layout of the invoice:
- Go to the View option.
- Click on the Layout that you want to set Header layout, Grid layout, Ribbon layout, and Save layout.
- Tick on the fields that want to be set in the layout.
- If you want to set it for all users then select the below-given option of Set For All Users.
- Click on the save option.
View reports of Previous Days.
- To View reports Category wise:
- Go to the View Option.
- Browse your data Category-Wise and your product orders will be shown on your screen.
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