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. 

Open

STEP 2: Click on CREATE PURCHASE ORDER to create the Purchase order. This page opens. 

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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.