Purchase Orders

Purchase Orders are a legally bound order-placement document for procuring products or services from vendors.

What is a Purchase Order?

The CRM supports you in purchasing goods or services. That might be helpful if you have to order something to fulfill a customer sales order or to maintain your company operation.

Notes!

Before you can enter any purchase orders, you must have the vendor in the vendors list.You must also have the products or services to be purchased in your product catalog as well in a price book.

Creating Purchase Order Manually

Steps to create Purchase Order records manually

1. Go to Inventory->Purchase Order.
2. Click on the Add Purchase Order button.
3. In the Create Purchase Order view, fill in the Purchase Order details.
   

   Purchase Order Detail

   

   Address Details

   

   Item Details

   

4. Click Save.