Purchase orders play a pivotal role in maintaining order accuracy, contract adherence, and efficient communication between buyers and sellers in the sales process.
Create and Manage Purchase Order
You can add a purchase order on the customer’s details page
To add a purchase order
Go to Sales and click on customer
In Customers, click on the Customer’s name to enter in details page
Click on Other on the details page
In details, click on +Purchase order to add a new purchase order
Add all the details and Save
Your purchaseorder will get added to the Purchase Order List Details
View Purchase Order
In Purchase Order List, click on the Action menu (3 vertical dots) in Purchase Order List details for the Purchase Order which you would like to view and click the View button
You can see all the details of your purchase order. Here you can download or printpurchase order details and share on WhatsApp
Edit Purchase Order
In Purchase Order List, click on the Action menu (3 vertical dots) in Purchase Order List details for the Purchase Order which you would like to edit and click the Edit button
Add all the details and Save
Delete Purchase Order
In Purchase Order List, click on the Action menu (3 vertical dots) in Purchase Order List details for the Purchase Order which you would like to delete and click the Delete button
Give your confirmation in the popup and the record will be deleted