Creating a purchase order in FF Inventory is a simple process that helps you manage your procurement needs. This guide will show you how to create a purchase order in FF Inventory to streamline your purchasing process.
Step 1: Go to "Manage Purchases" in the navigation bar and select the "Purchase Orders" option.
Step 2: Click on the "Add New Purchase" button.
Step 3: Search and select the supplier name from the dropdown list. You can click on "+" to add a new supplier. Select the warehouses if you have multiple warehouses. You can also select the currency as shown below.
Step 4: Enter the other details as shown in the image below.
Follow these guidelines while filling in the information:
1. PO Issue Date - The issue date for the Purchase order.
2. Due Date - The expected date for the stock delivery.
3. Totals are - It can either be Tax Inclusive or Tax Exclusive.
4. Reference - It should be an additional reference number you are willing to add.
Step 5: You can add the products using the barcode scanner. Enable the "Scan Barcode" option and scan the products. You can also search and add the products using their name or SKU.
Step 6: If you want to add the products in bulk, click on the "Add Items in Bulk" option.
You can filter the products based on their names, SKUs, prices, etc., as per your requirement. Add the products one by one or select the products and click on the "Add Selected" button.
Step 7: If pricelists are assigned to an added product, you can enable the "Override Pricelists" option to select a different pricelist. You can also apply taxes and discounts for each product.
Note: If a product has batches, you can select the batch for the product based on its expiry date, as shown below.
Step 8: If you want to add common taxes and discounts for all the products, enable the "Apply Common Discount" and "Apply Common Tax" options. Select the discounts and taxes from the dropdown list. You can also apply multiple common discounts and taxes, as shown in the image below.
Note: You can set the default discounts and taxes for your orders in Product Settings.
Step 9: Similarly, as shown in the image below, you can add the shipping charges and apply the discounts and taxes on shipping.
Step 10: You can add a message for the supplier in the textbox if you want to. Click the "Save & Close" button to complete the Purchase order.
Note: You can click the "Save & Receive All" to complete the purchase order and receive all the products.
Step 11: You have successfully created the purchase order. You can "Edit" it if you want, download a "PDF", or "Print" the purchase order. You can also "Email" the purchase order to your supplier.
Note: You can receive the products of your purchase order in the Receives section, as shown in the image above.
Step 12: You can also attach images, excel sheets, or documents to your purchase order in the "Attachment" section.
