📄 Purchase Orders

📘 Introduction

The Purchase Orders page allows users to manage procurement efficiently, including creating, reviewing, and tracking purchase requests for goods and services.

⚙️ Key Features

• Create Purchase Orders: Initiate and manage procurement requests.
• Filter Orders: Narrow down records by reference, date, or vendor.

📝 Creating a Purchase Order

• Vendor: Select a vendor or add a new one.
• Reference Number: Unique identifier for the order.
• Date Fields: Set billing and due dates.
• Currency: Choose currency and enter amounts.

🛂 Items Section

• Add Existing Item: Select from available products.
• Add New Item: Create item entries manually.
• Get Reference Items: Fetch from prior vendor bills.

🧱 Calculations

• Final Price: Unit Price × Quantity
• Taxes: Computed per tax rule
• Total: Total after tax

📝 Journal Entries

• Account Name: Assign accounts by line item.
• Debit/Credit: Enter correct amounts.
• Tax Summary: Confirm NET TAX PAYABLE field.

🔍 Filtering Options

• Reference/Number: Filter by ID fields.
• Project/Vendor/Location: Refine by context.
• Date Range: Specify time period.

📊 Status Tracking

• Status: Draft or Posted
• Update: Change via dropdown

→ Navigation

• Pagination: Navigate records
• Entries Per Page: Set default display count

🚮 Deletion

1. Select entries via checkbox
2. Click Delete Selected
3. Confirm the deletion

❓ FAQs

• Restore Deleted PO? Not supported.
• What is Draft? Non-posted editable record.
• Can I filter by vendor? Yes, supported.

🛠️ Troubleshooting

• Save Issue: Check required fields.
• Filter Empty: Reset and try again.
• Delete Fails: Ensure selection is made.

For assistance, contact: [email protected]