Purchase Order
The purchase Order section allows us to create a Purchase Order for the required items. This purchase order can be sent to the respective vendors to buy the products from them.
Now let us understand how to create a purchase order on Retail Connect.
Create Purchase Order
STEP 1: Log in to the Retail Plan portal. Go to PURCHASE --> PURCHASE ORDERS page.
On this page, you can filter the orders with Vendor, date, order number or reference number.
STEP 2: Click on CREATE PURCHASE ORDER to create the Purchase order. This page opens.
STEP 3: Fill in the details.
Vendor Name - Select the Vendor Name to which this Purchase Order is created.
PO Date - Select the purchase order date.
Reference No. - Add the Reference number.
Item - Select Item Name, Once the item name is selected Item code, UOM, Cost per unit will be updated. Then add the Qty required.
Qty - Select the Qty required.
Discount Amount/Discount Amt Percentage - Add the Discount Amount or percentage.
Sub Total - This field will be updated when Qty, Discount will be updated.
Tax - Select the tax percentage.
Tax Amount - This will show the Tax amount that will be added to the amount.
Net Amount/Grand total - This will display the total amount (Subtotal+Tax).
FOC - If it is Free of Charge.
Other Charges - If there are any other charges add them here.
STEP 4: You can add multiple items to the Order. If there are any further changes required then click on Save.
If all the changes are done then click on Save & Approve. This confirmation pop up will be shown.
STATUS
PENDING - When the PO draft is saved, it will be in the Pending status.
APPROVED - Once the PO is Save and Approved then the Approved status will be updated.
RECEIVED - Once we create Purchase Recieve, and save it, the status will be updated as Received.
INVOICE - Once the order is Received we should create an invoice, once the invoice is created the Status will be updated as INVOICE.
COMPLETE - Once all the Processes are completed mark the PO as Complete.
NOTE
EDIT - Edit option will allow editing the Purchase orders before Approving.
CREATE INVOICE - To create an Invoice click on CREATE invoice option.
Set PO as Completed - This is to mark the PO completed after all the process is Complete.
DELETE - To delete the PO.
PRINT - This will Print the PO and we also have the option to mail the PO to the Vendor.
