Direct Orders

Direct orders enables the procurement office to order a good without necessariuly having to raise a Requisition. It is usually used to raise an order for goods without a quotation.

The demo below is an illustration of how the procurement module works

Figure 6.3.1 New Direct Order

Figure 6.3.2 Deleting or Editing or Posting a Direct Purchase Order.

Making a new direct order

• You can add a new Direct Order by clicking on the new button on the toolbar
• On click a dialog box appears as show in Figure 6.3.1
• After entering the data.Click on save button to Save.

Viewing a direct orders made

• You can view all Direct orders made by clicking the 'Direct orders' option on the rightside menu or by clicking on purchase orders on the similar menu. A new direct order when saved will be reflected at the direct orders list and at the purchase orders list.

Searching a direct order

• You can search a Direct order by typing the search criteria on the text field on top of the Order Number Column.
• You can also search by selecting the Due date or Status from the Dropdown menu.

Deleting or editing a supplier

• Double click on the Direct order you wish to delete,edit/Post by double clicking on it.
• On Click on a pop up window appears as as shown in Figure 6.3.2 with a save and delete button
  To Delete
  • Click on the delete button on the window .
  • When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
To Edit
• Make the changes you wish to on the Direct order details
• Click on the save button to save the changes made on the Supplier.
To Post
• Click on the Post button to Post the Direct porder once it has been appved.

Printing direct order(s) list

• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document