Purchase order

Purchase order is a Commercial document  generated by the buyer which is an authorization of the purchase transaction.

How to create an Purchase Order?

To create an Purchase Order, Click on Purchase in left menu and select Purchase order.
Click on the New Purchase order button and Provide the necessary details.
Hit Save.

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Fields Description

Purchase order  No

Purchase Order no will be either generated automatically or can be entered manually based on the option you choose in Settings > Modules. Purchase Order no should/will be unique for a financial year.

Purchase order Date

Enter the date on which Purchase order is 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

For existing customers, it will be displayed on choosing their name. For new customer, you can provide directly.

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

Stock Keeping Unit-Identification code for the item [Non-editable]

HSN / SAC

Provide the Codes for Tax classification of the item

Account

Choose the Account to sync with Purchase Bill.

Rate

Standard Rate defined in Item Master will be displayed. If you have Rate Sheet defined for the Customer (or tag)/Currency of the transaction, there is option to choose with Standard rate.

Discount

You can provide discount for Individual Item either by  providing as a percentage or flat amount

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 / Terms & Conditions

Notes Content that you provide in Settings > Sales > Notes/Terms & Conditions will be shown here. You can add more when you create estimate. These contents will be displayed in print option also.

Bank 

Select a Bank account, which will be shown in purchase bill (also in print).

Attachment

You can also add attachments related to the transaction

How to edit/delete/send/print/copy a purchase order?

Click on the drop down associated with each purchase order under Action category.
And,choose the desired action.

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