Purchase Order Creation

The DineConnect application streamlines the process of creating and managing purchase orders, allowing users to efficiently order inventory from suppliers. This technical documentation outlines the step-by-step process of creating a purchase order within the DineConnect application.

Purchase Order Creation Process

Creating purchase orders within the DineConnect application ensures a structured and organized approach to ordering inventory from suppliers.

• Log in to your DineConnect account.

  • On the left side of the dashboard, under the “Inventory” option, click on the “Purchase” option and select the “Order” option.

Open

• The "Purchase Orders" screen displays. Then click the "Create Purchase Order" button to create a new purchase order.

Open

• The "Create Purchase Order" screen displays. Then enter the required details like adding the vendor's name in the appropriate field.

• And enter the date, reference number, and delivery date.

• To add a new supplier, click the "+ "symbol on the name tab.

• The "Create Vendor" screen displays. Enter the details, and save.

• Choose the vendor's location by clicking the "Location" option. Select the desired location from the pop-up screen.

Selecting Order Details

• Type Tab

  • Choose between "Normal" (without tax) or "Inclusive Tax" (with taxes charged).

• Product Type

  • By default, the product type will be set to "All." You can filter by selecting a specific product type from the pop-up screen.

Adding Items to the Purchase Order

• Enter the item name and quantity in the respective fields.

• Other fields will be automatically filled based on the internal database.

• FOC (Free of Cost) Quantity

  • Adjusting this quantity will update the stock but will not affect the price.

• Disc Perc% and Disc Amount

  • only use one of these fields. Using one of these fields will impact the other.

• Tax Field

  • Already added tax percentages will be listed. Choose the applicable tax or leave it blank.

• Net Discount

  • This amount will be deducted from the subtotal.

• Subtotals and Totals

• Subtotal

  • Reflects the cost of the order.

• Grand Total

  • Sum of the subtotal and tax.

Saving the Purchase Order

• Click "Save" to create the purchase order.

• A pop-up confirmation will appear, displaying the saved purchase order's reference number.

• The status of the purchase order in the PO screen will be marked as "Pending."

Editing and Approval

• To edit or approve the purchase order, click on "Actions" and select "Edit".

• Make necessary edits if required.

  • The "Decline" button allows cancellation of the purchase order.

• Clicking "Save and Approve" will finalize the purchase order. A pop-up confirming the approval will appear.

• The new purchase order is added as such.