How to Create a Purchase Order (PO)

Step 1: Add Supplier and Payer

Before creating your first PO, you will need to configure Supplier and Payer.

 Add Supplier

1. 1. Go to Settings
   2. Click Add Supplier and Payers
   3. Click on the green button +Add supplier
      
   4. Enter:

• • Name (e.g., “ABC Distributors”)
    
  • Address
    
  • Product cost taken from e.g. product cost at the supplier
    
  • Product code taken from (e.g., SKU or supplier field)
    
  • PDF printout template
    5. Contact email (and optional copy email)
    6. Click Save
    
    

  Add Payer

1. Click +Add Payer under Settings: Suppliers and Payers
   
2. Enter:
   
   • Name
     
   • Address
     
   • GST Number
3. Click Save

Step 2: Create a New Purchase Order

1. Go to the Inventory Control Panel
2. Navigate to:
   Products → Inventory Control
3. Purchase Orders
   Under Purchase Orders, click Create Purchase Order
   
4. Fill in:
   • Name (e.g., “June Restock”)
   • Select the Warehouse
   • Choose the Supplier and Payer
   • Product cost taken from 
   • Product code taken from

Step 3: Add Products/Items

In the Items tab:

1. Click Add Item Manually or use a barcode scanner
   
2. For Add Items Manually, Click on it and Select the product (search by name)
   
3. Enter: Quantity (e.g., 10); Unit price (e.g., ₹200)
4. In Landed Cost Tab, additional costs (e.g., delivery, markup) can also be added
   

5. Packages can be added in Packaging Tab by selecting courier company and Package name
   
6. In Notes Tab, internal remarks about the order, like: reminders, flags, or shipment comments can be added here

   

7. Click Save and Move to Sent

This sends the order to the supplier’s email with a PDF attachment.

Purchase Orders help you formally request stock from suppliers and manage your deliveries more efficiently.