Every business has to first create a purchase order and complete the Maker / Approval Flow to generate the PO.
Maker / Approver Flow
Business admin has to create a user PO Maker and PO Approver from Manage Settings. During registration or Signup the inputs shared by business like the Company detail, Company Name / Address / Company Logo/ Taxes etc. are auto captured in the Billing Address. User is given an option to ship the PO in the same address by clicking “Ship to this Address” under billing address tab or input the address field separately. While creating a Purchase Order, you can mention PO Number, Delivery by date, shipping method, shipping terms, billing address, vendor name and address, complete specification of the product, quantity, price, total amount, GST etc. You can also mention comments for your vendor.
You can preview/cancel/save/generate PO using this tab.
Create Purchase Order – ADD NEW LINE ITEM
User has to fill in the item details and save the same for completing the PO creation. User has to know the product details, fill in and save the line items.
- HSN/SAC code
- Item details
- Unit/Quantity
- Price
- UOM
- Amount
- CGST
- SGST
- Total
