How to create a purchase order in ERPNext | Techsolvo LLP

How to Create a Purchase Order in ERPNext
Here's a step-by-step guide on how to create a purchase order in ERPNext:
Access the Purchase Order Module:
Log in to your ERPNext account.
Navigate to the "Purchasing" module.
Select "Purchase Order" from the dropdown menu.
Create a New Purchase Order:
Click the "New" button to create a new purchase order.
Basic Information:
Purchase Order Number: This is usually auto-generated, but you can manually assign a number if needed.
Purchase Order Date: The date the purchase order is created.
Delivery Date: The expected delivery date of the items.
Supplier: Select the supplier from the dropdown list or create a new one.
Project: If applicable, select the project associated with the purchase order.
Payment Terms: Specify the payment terms, such as "Advance Payment," "On Delivery," or "Credit Period."
Currency: Choose the currency for the transaction.
Company: Select the company for which the purchase order is being created.
Warehouse: Specify the warehouse where the items will be stored.
Purchase Order Items:
Click the "Add Item" button to add items to the purchase order.
For each item, provide the following details:
Item Code: Select the item from the item list.
Description: Provide a detailed description of the item.
Quantity: Enter the quantity required.
Rate: Specify the unit price of the item.
Amount: The total cost of the item, calculated by multiplying quantity and rate.
Taxes and Duties: Add any applicable taxes or duties.
Additional Information:
Terms and Conditions: Add any specific terms and conditions for the purchase order.
Delivery Address: Specify the delivery address if different from the supplier's address.
Attachments: Upload any relevant documents, such as quotations or specifications.
Save and Submit:
Once you've entered all the necessary information, save the purchase order.
Review the purchase order for accuracy and completeness.
Submit the purchase order to the appropriate approvers for authorization.
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