Used to create a purchase order to send to the vendor for the purpose of purchasing.
Can create Purchase order without creating Purchase request, Quotation if Not create Purchase request, Quotation is enabled.
Purchase orders can be created from the following types:
- Purchase order is created from an existing item
- Purchase order generated from Estimates
- Purchase order created from Purchase request
- Purchase order created from Sales invoice
Create Purchase Order
You can create multiple Purchase Orders from a purchase request or an Estimate or a sale invoice.
- Step 1. Create approval process for Quotation ( if nececessary) at approval setting.
- Step 2. Go to Purchase Order menu under Purchase module from the left sidebar -> Click New button
- Step 3. In the Add Purchase Order page, fill the following details:
1. Enter Purchase order description
2. Select a Vendor
3. Select a purchase request or a estimate or sale invoice or available item
Select a item and click
to add this item to quotation. 
Click
to remove this item from quotation.
4. Fill the shipping information and other required details - Step 4. Click Save button
- Step 5. Approve purchase order(if there is an approval process)
1. Select purchase order as Draft -> Click View
2. Click Send approval request ⇒ notify you to send approval request successfully. Approvers receive approval request notifications via email and web
3. Log in to the approver account -> click on the notification requesting approval -> Click the Approve button -> enter the content in the Reason field (if any) -> select Approve or Deny.
If you are an admin, you can update the status of quotation to approved or rejected or canceled.
- Step 6. After the purchase order has an approved status, this purchase order will be displayed in the corresponding vendor portal.
- Step 7. Go to vendor portal -> Select Purchase order menu -> confirm this purchase order and update delivery date
- Step 8. Update the delivery status of Purchase order
