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Create Purchase Orders
The Purchase Orders feature in the RETM system allows you to easily create purchase orders for the items your store needs. You can specify the required items, their quantities, and suppliers to ensure stock availability at all times. This feature helps manage purchasing operations effectively and improves product continuity across different branches.
Steps to Add Purchase Orders
- From the dashboard, navigate to Inventory and select Purchase Orders.
- Click on the Add button in the top menu.
- Enter the basic information such as the branch, due date, and reference.
- After verifying the data, click on Add.
Explanation of Fields Required to Add a Purchase Order
- Choose the branch for which you want to issue the purchase order from the list of branches.
- Record the due date to specify the expected delivery date.
- Enter the reference (if any) to track the order.
- Click on Add to proceed to the next step.
Adding Items to the Order
- A new window will appear; select the required items from the available list.
- You can add more than one item as needed.
- All the items you have added will appear at the bottom of the page.
- Enter the required quantities for each added item.
- You can click on Delete to cancel the purchase order, or click on Save to save changes, or click on Continue to proceed.
- The status of the purchase order in the purchase orders interface will become Sent. The system administrator or inventory manager can take the appropriate action (Purchase, Transfer, or Reject).
- If Purchase is selected, the supplier is chosen, and the purchase order is completed in the Purchasing Operations section.
- If Transfer is selected, the branch to transfer from is specified, and the purchase order is completed in the Transfer Operations section.
- If Reject is selected, the purchase order will be canceled.
- After verifying the items and quantities, click on proceed to save and send the order.
Frequently Asked Questions
Can a purchase order be modified after creation?
No, a purchase order cannot be modified after creation. Ensure all data is correct before clicking on Continue, as no changes can be made afterward.
Can a purchase order be canceled after creation?
Yes, the order can be canceled after saving by clicking on the purchase order and selecting Delete, or through the inventory manager by choosing the Reject action.
How can I track the status of a purchase order?
You can track the order status through the Purchase Orders list, where all orders will appear with their current status (New, Sent, Completed).
Can a specific supplier be added to purchase orders?
Yes, a specific supplier can be added to purchase orders by selecting the Purchase action, then choosing the supplier to complete the purchase order from the Purchasing Operations interface.
Is there a limit to the number of items in a purchase order?
No, you can add any number of items as needed without restrictions.
