TRANSACTION-->PURCHASING --> ORDERING & RECEIVING
- Hashmato Team
In this document, we will discuss the following two concepts
ORDERING
Purchase Order module is used to create the purchase order of the materials. In this section, we will understand how to do that.
STEP 1: Go to HOUSE --> TRANSACTION --> PURCHASING --> ORDERING. The following page appears.
Here we can see the following.
Pending Orders
Approved Orders
Declined Orders
Orders Yet to be Received
You can filter Purchase orders using Supplier, Materials, Status, Reference Number, or Purchase date.
STEP 2: To create a new order, click on CREATE PURCHASE ORDER. The following page opens, Here you can create The Purchase Order by entering the details requested.
You can select the Last Purchase Order and all the details of the last order appear.
Add the Supplier details, Purchase date, Delivery date, Location, and Shipping location.
Select the Materials, Quantity, and Amount.
Select all the required materials and then Save and Approve
Note: On Hand/On Order refers to the Current Stock/Pending Order for that material.
STEP 3: We can Edit the orders before it gets approved.
There are options to delete the order, Approve, Complete and Print the order.
RECEIVING
The receiving module will help us create receipts for the purchase orders.
STEP 1: Go to HOUSE --> TRANSACTION -->PURCHASING --> RECEIVING. The following page appears.
You can see the receipts created before. You can edit/delete the existing receipts before the receipts are completed.
View the receipt details and Print the receipt.
STEP 2: Click on CREATE RECEIPT. Fill in the Order details and SAVE.
Doc Ref# is the delivery order number.
NOTE:
When the Purchase order is delivered, the supplier sends Delivery Order (It contains the delivery order number, usually consists of materials list and quantity of purchases).
In the Invoice Created column, it will be listed as NO until the Invoice is created in the INVOICING module.