JAI CRM
Home Documentation Assignment Purchase orders

Purchase orders

Who is answerable for an order placed with a supplier — chasing delivery, checking what arrives, and approving the bill against it.

Who is answerable for an order placed with a supplier — chasing delivery, checking what arrives, and approving the bill against it.

What you would route on

Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:

FieldWhy you would route on it
VendorKeep a supplier’s orders with their buyer.
TotalLarge commitments to somebody senior.
BranchWhich site is buying.
Delivery dateUrgent orders to whoever is chasing today.

A worked example

A factory routes every purchase order above ₹2 lakh to the purchase manager and everything below to the two buyers in turn. The manager sees the commitments that matter without reading every order.

Caps and overflow

SettingWorth it here?
A cap per personYes, if your buyers are the bottleneck.
An overflow ownerYes.

Where to go next

Next in assignment Files → Debit notes →

Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.