How to Create Purchase Order in Unisolve / Cross

“Purchase Order” is an important document for controlling business purchases. In this process, we’ll define how to Create purchase order, highlight key benefits to using “Purchase Order” auto calculation options, and explain the key steps in the “Purchase Order” process. 

Step 1:= For make Purchase Order goes to Purchase-> Purchase Order -> Order Form (CTRL_F2) after that select Supplier name and select the Calculation Rate you want to create order likes as (Sales Rate, Purchase Rate, MRP, Net Rate, Inst. Rate) Mostly select Purchase Rate in this caption. After that select type “Y” in “Auto Create” caption as per your requirement. (Last Sales Basis, Min Level, Given Qty) mostly Users can make Purchase Order on Last Sales Basis. Image as per below:

We have explained you how to generate Purchase Order as per given steps:

A – Last Sales Basis:-

A Last sales order indicating that the customer is now ready to purchase products. It is a confirmation order that authorizes sale of listed items for the given date. 

Step A:- 

1. Enter Date Range: Please enter the date range as per you count the last sales date basis and you can also define the maximum or minimum level days 
   
2. Consider Max/Min. Level: Sales of Last: 
   
3. Consider Max Level: Sales of Last:
   
4. Re-Order Qty. Method: Define the order qty as per your reorder formula like as (Sales (Sales Qty)*1 (By default order qty and if you enter 2 it will count just double as per your by default order quantity)- Current Quantity)
   
5. Consider Sales Series: Select the transaction series which series sales transaction you wants to include create order like as Wholesale, Distribution, Third Type Invoice, Transfer Out, Packing Slip Challan)
   
6. Product Selection: Select Invoice product like as (None, All Product, Nil Stock or Not Sold)
   
7. Print Current Stock: It will show current stock quantity when create order
   
8. Print Sold Qty.: It will show sold quantity as per enter date range  
   
9. Print Product Code: Show product code when create order 
   
10. Print Extra Column: It will show extra column like as institutional supply  
    
11. Print Min. Stock: It will show minimum stock quantity if you define in product master 
    
12. Supplier Name: Show supplier name if you select any supplier 
    
13. Create Groups From Disc. Master: It will collect those group if you define discount in group master 
    
14. Transaction Attribute: Select Transaction Attributes (Institutional Supply)
    

1. Do not Consider: If select this one it do not consider these type of transactions 
   
2. Define Separate Column: If select this one it count these type of transactions but show in different column 
   
3. Do not Include: If select this one it do not include these type of transactions but you can select as per your choice attributes 
   

1. Consider Hold Qty: If select consider hold qty option it count your all hold qty for order
   
2. Show Sales of Last: If click on show sales of last days and enter no of days (like as 2 Days or 3 days). It will show last show sales details as per enter no of days 
   
3. Consider Box Size (20% Variation): If select the consider box size (20% Variation) it will round off order quantity in the 20% variation
   
4. Consider Case Lot (10% Variation): If select consider case lot (10% Variation) it will round off order quantity in the 10% variation
   
5. Master Group: select the master group (Which company product order you wants to create) and group list (you can also select sub division) as per showing below image

Step B: = Now Reorder windows will appear you can see your order quantity product wise and current quantity and sales quantity but you can also see your last sales quantity of particular days like as (2 days and more ) 

 In this window you can also edit order quantity for use enter key 

1. select a particular product which product you want to create order as per showing following image

Step C: = Now your order create as per your requirement of your sales basis but if you wants to modify order qty of a particular product you can enter of those product and change the quantity and you can also see the current quantity or last sales quantity of the product as per show below image 

B – Min Level Basis:-

The requirement is for certain vendor (not for all of them), a certain total amount should be reached in the creation of the purchase order. If the total amount is lesser, the total amount should be the limit and difference apportioned among the items included in the purchase order.

Note: = Minimum or Maximum quantity will we define in product master as per show image 

Step A:  When you select Min Level for create purchase order it will create order as a lowest quantity order likes as following image 

Now your order create as per your requirement of your minimum quantity basis but if you wants to modify order qty of a particular product you can enter of those product and change quantity and it will also show your maximum or minimum as per show below image

 C – Given Quantity Basis:-

Step A: When you select given quantity Level for create purchase order. A window will appear “Enter Quantity” and enter the Order Quantity. Order will create as the Order Quantity (Enter Quantity) - Current quantity = Order 

Now your order create as per your requirement of your given quantity basis but if you wants to modify order qty of a particular product you can enter of those product and change quantity and it will also show your maximum or minimum as per show below image

****************Now Enjoy With Purchase Order and Controlling Business purchasing*************

If you require support please read:  

Thanks

SWIL Team