How to create a purchase order after a request have been converted to quotation

The following steps should be followed why creating a purchase order:

  • Click on purchase order the second option in the purchase feature 
  • On the purchase order page, you will find the following fills:
  • Purchase order description: make a detailed description of the items order by a buyer from a seller.

Purchase number: a unique identification code that is automatically generated.

  • Vendors: individuals that provides goods and services
  • Estimate: an expected cost required for a particular project.
  • Purchase Request:  a request submitted by an authorized person within an organization specifying item needed.
  • Project: initiated task for which goods are being procured.
  • Type: what type of item to purchased
  • Department: what department is making a purchase order
  • Currency: which currency will be referrable for a particular purchase order
  • Order date: when the purchase order was issued to a seller
  • Tags: specific labels assigned to a purchase order for easy identification
  • Person in charge: one responsible for the procurement process for a specific purchase
  • Customer: an entity places an order for a goods from a vendor
  • Sales invoices: invoices issued to a buyer to make payment for a particular goods purchased.
  • Number of days owed: overdue date for payment of a particular goods.
  • Delivery date: specific date required by a seller to deliver a particular goods to a buyer
  • Select item: a particular kind of goods a buyer intends to buy
  • Item: fill in the name of the name
  • Item description: describing the item purchased
  • Unite price(N): price of the item purchased
  • Quantity: how many of the item was purchased
  • Tax: financial charge on an item
  • Tax value (N): amount of tax applied to be total cost of the item purchased
  • Subtotal (after tax): total cost of items purchased
  • Discount (%): reduction in the price of item purchased
  • Shipping fee: a charge incurred for delivery of items. 
  • Vendor note: additional information from a vendor included on a particular goods
  • Terms and Conditions: legal binding transactions including warranties

Once all the necessary details have been accurately filled, click on the "Save" button to record your purchase order successfully.

A notification will confirm the successful saving of the purchase order.

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