Purchase Order

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 purchase order 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 print purchase 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

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Last updated 1 year ago