Options:

• Cannot See Purchase Orders

Step 1:

Please confirm whether you are on the PRO plan.

Purchase orders are available to PRO plan and Enterprise users.

Step 2:

Please confirm which staff member is accessing it.

Access is based on permissions.

• Create Purchase Order

We have 2 ways of creating a purchase order:

To create an immediate order

1. Open the Immediate Purchase option.
2. Select the supplier, branch, and items being purchased.
3. Enter the purchased quantities and actual costs.
4. Attach receipts, delivery notes, or supporting files where needed.
5. Confirm the Immediate Purchase.
6. The system automatically creates the approved Purchase Order and approved GRN.
7. Confirm that stock has increased immediately for the received quantities.

To create a planned order

1. Select Planned Purchase Order on the Purchase Orders page.
2. Select the supplier and add the items, quantities, and agreed costs.
3. Save or submit the Purchase Order based on the approval flow.
4. When goods arrive, create a GRN against the Purchase Order instead of updating received quantities directly on the PO.
5. Submit the GRN for approval.
6. Review the PO receiving status after the GRN is approved.