Purchase Order

Purchase Order

1. Log in to ASAERP:

   • Open your web browser, go to your ASAERP instance, and log in with your credentials.

2. Access the Purchase Order Module:

   • From the ASAERP dashboard, click on the "Module" icon in the top left corner.

   • Select the "Buying" module.

3. Create a New Purchase Order:

   • In the Buying module, click on "Purchase Order" to access the purchase order list.

   • Click the "New" button to create a new purchase order.

4. Vendor Information:

   • In the Purchase Order form, under the "Supplier" section, select the vendor from whom you are placing the order. You can choose an existing vendor from your database or create a new one by clicking the "New" button.

5. Transaction Details:

   • Set the transaction date in the "Transaction Date" field.

   • Specify the expected delivery date in the "Delivery Date" field.

   • Choose the payment terms for this purchase order from the "Payment Terms" dropdown list.

   • Select the currency in which the transaction will be conducted in the "Currency" field.

6. Add Items to the Purchase Order:

   • In the "Items" section, click the "Add Row" button to add products or services to the purchase order.

   • For each item, enter the following details:

     • Item Code: Search for and select the product or service from your ASAERP database.

     • Description: Provide a description of the item.

     • Qty: Enter the quantity of the item you want to order.

     • Rate: Specify the unit price or rate for the item.

     • Tax: If applicable, select the appropriate tax from the dropdown.

     • Discount (%): Enter any applicable discount as a percentage.

7. Save and Submit:

   • After filling in the necessary details, click the "Save" button to save the purchase order as a draft.

   • If the purchase order is ready to be confirmed, click the "Submit" button. This action will confirm the purchase order, and it can no longer be edited.

8. Supplier Quotation (Optional):

   • If you received a supplier quotation and want to link it to the purchase order, you can do so by clicking the "Get items from" button and selecting the relevant supplier quotation.

9. Receive Items (Optional):

   • Once the items are delivered, you can create a Goods Receipt Note (GRN) to update the stock levels. This is optional and depends on your business process.

10. Print or Email Purchase Order (Optional):

    • If needed, you can print or email the purchase order to the supplier by clicking the "Print" or "Email" buttons.

11. Manage the Purchase Order:

    • You can track the status of the purchase order in the "Status" field. As the order progresses through the procurement cycle, you can update its status accordingly.

 These steps should guide you through the process of creating a Purchase Order in ASAERP. Adjust the steps based on your organization's specific configuration and requirements if necessary.

Consult your ASAERP documentation or administrators or consultant for any variations or additional settings you might need.