Purchase Orders

It is a tab that captures and manages the details of an order send to the supplier. A new purchase order is not added directly at this tab. It is added from the process orders tab consumables. The procurement manager selects the supplier and creates an LPO which finally is posted to this tab (purchase orders).
Steps on how this is done is explained on the righside Panel

Have a look at the demo

Figure 6.2.1 New Purchase Order


Figure 6.2.2 Deleting or Editing a Purchase Order

Adding a new Purchase Order

  • You can add a new Purchase Order by clicking the process orders tab then consumables
  • A list of suppliers should appear as shown in the Figure 6.2.1
  • Double click on the supplier to open then raise an LPO.

    • Viewing a purchase order

  • You can view a purchase order details by double clicking on it on the Purchase orders list

    • Searching a Purchase Order

  • You can search a Purchase order by typing the search criteria on the text field on top of the Order Number Column or using the dropdown in the supplier or Status.
    The search criteria can be combined to achieve more filtered results

    • Deleting or editing a purchase order

  • Double click on the purchase Order you wish to delete/edit.
  • On Click on a pop up window appears as as shown in Figure 6.2.2 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 purchase Order details
    • Click on the save button to save the changes made on the Purchase Order.

    Printing Purchase 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