Create a purchase order
This article covers purchase orders creation within Stock&Buy.
To create a purchase order, go to the Stock Control page and click on New Purchase order button located on the right hand side navigation menu.
This will create a draft purchase order and bring you to the order details page.
Order details view
The order details view is a page where you can view all details related to a purchase order.
The page has two sections, a main pane where the order line items are displayed and a secondary pane located on the right hand side of the screen where you can perform various actions on the purchase order.
To fill out the purchase order:
- Choose a supplier name from the Suppliers dropdown list. If the supplier is not listed, you will need to create it first
- Select the location you want the products to be shipped
- Select the Bill to location
- Click on Add a new line to add a new order item
- Start typing your product name or SKU in the Product name column, Stock&Buy will display a list of items which match the search term
- Enter the line item details: quantity, discount, purchase price and tax rate
- Click on Add landed cost to add extra charges such as shipping and handling
Stock&Buy will automatically populate the order line item prices from the last used purchase price list.
Hit the Save button to save your order.
Purchase order statuses
Every purchase order in Stock&Buy goes through 4 stages. Draft, Approved, Partially Received and Received.
The table below outline each order status and the different actions which can be taken at each stage.
|Order status||Stock level status||Actions which can be performed|
|Draft||The order has no impact on stock levels at this stage.||
|Approved||The order has no impact on stock levels at this stage||
|Partially Received||The system will automatically update the stock levels of all items marked to be received||
The system will automatically update the stock levels of all items part of the order. Stock&Buy will automatically distribute the landed costs on the received items and calculate their moving average costs.
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