A purchase order is a quotation read from the buying side, so it is the same form: a party, lines, tax and a total. What is different is where the prices come from — the vendor has already told you what they charge.
Steps
- Go to Procurement → Purchase orders and choose New.
- Pick the vendor. Their currency, payment terms, TDS section and tax treatment come with them.
- In the item field, start typing. What that vendor has said it supplies is offered as you type; choosing one fills the rate, the unit, the HSN and the tax rate from their rate card.
- Set the expected delivery date — the date the vendor actually gets chased about.
- Choose Save draft to keep working on it, or Save and open to place it.
A vendor with nothing in its service list still works. Type the line yourself, or pick an item from inventory with the icon in the field. The list only removes the re-keying — it does not gate the order.
The number and the date
The number comes from the numbering series for purchase orders and is shown on the order once it is saved; it is not typed. The date on the order is its own, separate from the expected delivery date, and both print.
Approval before it goes out
An order that went out without approval is the most common way a business ends up with a bill it did not expect. Where your rules require it, the order waits for approval before it can be placed, and who may approve is a permission rather than a convention.
Next
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