Create and Receive Purchase Orders

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How to Create and Receive Purchase Orders

Overview

Purchase Orders form is used to create purchase order of items to be purchased from suppliers/vendors.Purchase Order Number is prefixed with PO characters and automatically incremented number and is also unique in ERPlite.

STEPS

Follow these steps to create a Purchase Order in ERPlite

  1. Go to the Main Menu g Mfg Orders g Purchase Order
  2. Click OK to open the Purchase Order form
  3. Click the asterisk beside the right arrow on the bottom of the screen to create a new order Note: Users can click the "New" button instead
  4. Enter all information for fields filled in orange
  5. Click on ItemID field to display the Items list and select an item for the Purchase Order
  6. Enter in the Quantity and the Required date
  7. Repeat steps 5 and 6 for remaining items
  8. Change the status to "Released" to make the order active
  9. To view or print the quote, click Preview PO
  10. At this point, the purchase order will appear.  To print, click on the printer icon on the top toolbar.
  11. Close the preview to return to the Purchase Order

Follow these steps to receive a Purchase Order in ERPlite

  1. Go to the Main Menu g Mfg Orders g PO Receive
  2. Click OK to open the Purchase Order Receiving form
  3. Fill in the Receive Quantity and Location
  4. Click the Receive Button

To view a video tutorial on this topic, click here.




 

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