POSibolt caters for the functionality to track and process purchases from the Order level up until the stock is captured onto the system.
Creating Purchase Orders
- Navigate to Purchases > Purchase Order.
- Select the vendor from which you are ordering, New vendors will need to be created from the Vendor Screen.
- Populate the cart with the items you would like to order from the selected vendor.
- Ensure that the correct quantity is captured for each item in the Qty field.
- You can also edit the date of accounting if applicable, this is the date that the order should reflect on in the accounting ledgers.
- You can save a Purchase Order to work on at a later stage, to retrieve a saved order, select the vendor, and click the Invoke button.
- The default payment mode set up for the vendor will load automatically (See vendor section > Payment rule), however, this payment mode can be changed. The payment mode selected here will be the default payment load used when converting this order to a Received Goods.
- Discount can be applied to a purchase order by clicking the discount button.
- All the items in the cart will display and allow for the editing of the price or adding a percentage discount; Alternatively, there is an option to apply total discount or percentage here as well.
- Quick Discount allows you to quickly discount the cart total, or apply a discount to the selected item in the cart.
- Edit Price allows the altering of the price for a specific order, by default, the items will populate with the price contained in the price list associated with the selected vendor (See Inventory > PriceLists).
- Clear All option clears all the information on the cart.
- Import allows you to upload a set of items and prices to populate the cart.
4. Once the order is prepared as required, Click the Check Out button.
5. The order can now be printed, or a new order can be created.