Purchase order

How to create an Purchase Order
Create Purchase Order 
To add a New Purchase order :
  • Click on Purchase  in left menu and select Purchase order. Click on the New Purchase order button.

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Fields Description

Purchase order  No

The next Purchase order number will be displayed for your convenience which is editable .You can define it and  number should be unique for a financial year.

Purchase order Date

Date of Purchase order issued

Due Date

Purchase order  valid till Due date. Can enter date directly or select option 15 days , 30 days etc

Supplier

Select the Supplier from the drop down or type in the Supplier name. For New Supplier, enter the New Supplier name & option to Add New Supplier will be displayed in drop down.Supplier is required field for Purchase order.

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GSTIN

Supplier GSTIN will be displayed if already stored or option to enter

Destination of Supply

Choose State to define Place of supply of goods. Based on this , the quote will be counted as intra-state (supply within same state) or inter-state (supply to other state). For Intra State both SGST & CGST Tax applied, whereas IGST for Inter-state.

Item Description

Select the Item from the drop down or type in the Item name or SKU Code. You can also add new item if not exists in Items Master

SKU

Item SKU code (Display only)

HSN / SAC

Codes for Tax classification of the item

Account

Choose the Account to sync Purchase Bill.

Rate

Standard Rate defined in Item Master will be displayed. You can change the Rate of the items which are editable.

Discount

Discount for Individual Item with option to provide as percentage or flat

Amount

For Exclusive Tax: Display only Taxable Value. Ie. Rate x Qty – Discount. Tax will be calculated for this amount.
For Inclusive Tax: Editable, where you can define the final amount inclusive of tax. The Rate will be adjusted automatically based on the input amount.

Round Off

Based on Settings > Sales > Round off final total amount, Round Off will be calculated.
Manual – Need to input needed amount manually
Round Normal – to near integer. Ex: 2.50 to 3.00; 2.40 to 2.00

Round Up – to next integer. Ex: 2.10 to 3.00
Round Down – to down integer ignoring decimal. Ex: 2.90 to 2.00
No Round Off – Round off option will not be displayed

Notes

Notes will be printed in Purchase order . You can include additional content or Thank you message to the Supplier. Default value can be defined in Settings > Sales

Terms & Conditions

T & C will be printed in Purchase order. Default content can be defined in Settings

Attachment

You can also add attachments related to the transaction