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

1. Navigate to Purchases > Purchase Order.
2. Select the vendor from which you are ordering, New vendors will need to be created from the Vendor Screen.
3. 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.