Purchase Order
A Purchase Order (PO) is a formal document issued by a buyer to a vendor specifying the products or services required, quantities, agreed prices, and delivery terms. It serves as a legally binding agreement between buyer and supplier.
Here are the steps for creating a Purchase Order:
Step 1. From the left navigation menu, click on “Purchase” and then select “Purchase Order”.
Step 2. Click on the “+ New” button at the top right corner to open the new Purchase Order form.
Step 3. Enter all the details which are shown on the screen.
Step 4. Enter the Vendor Name, Purchase Order Date, Payment Terms, Purchase Order, and added Items Details Quantity, Rate, Discount, Tax, amount also you can added directly email in (email Communication) etc. Filled in all the Purchase Order information.
Step 5. Click on the “Save and Send” button.
After saving Purchase Order, the email form will appear automatically.
Step 6. After saving the Purchase Order (PO), the email form will appear where the Vendor’s email is automatically added. You can review the email, attach the Sales order PDF, and then click the “Send” button to send the PO to the Vendor.
You have now successfully completed the creation of the Purchase Order, following the format displayed on the screen above.
