Creating a purchase order ensures accurate details for delivery, billing, and product specifications. Follow these steps to create a purchase order:
1. Access the Purchase Order Form #
- Navigate to the Customer List in the Customer Management module.
- Locate the desired customer and click the “Add Purchase Order” action button in the Actions column.
This will open the Add Order section in the Purchase Management module.
2. Fill Customer Info and Delivery Terms #
- Client Purchasing Order No.: Enter the customer-provided contract or purchase order number.
- Select Currency: Choose the applicable currency for the order (e.g., EUR (€)).
- Terms of Delivery: Select the appropriate delivery terms (e.g., CIF, FOB).
3. Place of Delivery #
- Click “Add More Shipping Address” to add or select a delivery location if not already available.
4. Shipping and Billing Address #
- Shipping Address: Select the shipping address for the delivery.
- Billing Address: Choose the client’s billing address from the dropdown or default to the customer’s registered address.
5. Delivery Details #
- Delivery Date Option:
- Choose between a specific date or a range of dates.
- Enter the delivery date or timeframe.
- Delivery Date: Specify the date for the shipment to be delivered.
6. Add Order Details #
- Select Products Type: Choose the category or type of product for the order.
- Add Products:
- Click “Select Products” to choose items from the available list.
- Add details for:
- Product Code: Specify the SKU or unique code.
- Detail: Include product descriptions or variations.
- Pallet Type: Select the type of pallet (e.g., wooden, plastic).
- S. Label: Specify special labels required for the order.
- S. Packing: Add any specific packing requirements.
- Boxes/Blocks Per Pallet: Define the number of units per pallet.
- Qty/KG: Enter the required quantity in kilograms.
- Price/KG: Provide the agreed price per kilogram.
7. Calculate Estimated Cost #
- Click “Calculate Estimated Cost” to view the total order cost based on the provided details.
8. Submit the Purchase Order #
- Review all the entered details to ensure accuracy.
- Click “Submit” to save the purchase order.
Key Notes #
- The “Add Purchase Order” action button is only available for customers listed in the Customer List.
- Double-check delivery and billing information to avoid errors.
- Use the “Calculate Estimated Cost” feature to verify pricing before submission.
- Ensure that all special packing, labeling, and product specifications are correctly entered.
This streamlined process ensures precise documentation and seamless order management.
