A purchase order is a document issued by the buyer to request an item from a supplier. It's important to note that, in order to generate a purchase order in the system, the supplier must be registered beforehand in the third parties module, and the item to be added to the purchase order must be linked to the inventory of the respective warehouse.
To generate a purchase order, first go to the purchase orders tab and then click on the add symbol located at the bottom right of the platform.
After clicking, a new window will open where you must establish all the parameters related to the purchase order you wish to generate:
Supplier: Catalog listing all third parties who are suppliers of goods and can be selected when generating the purchase order.
Cost Center: Catalog where you can choose which cost center will be associated with the purchase of these materials.
Delivery Date: Date by which the items are scheduled for delivery.
Reference / Material Request: Document number referencing the purchase order (could be the reference from a material request, if that functionality is contracted). Additionally, the reference can be useful when generating the material entry into the warehouse.
Priority: Priority level of the purchase order.
Terms: Catalog of purchase terms.
Currency: Currency type in which the material purchase is made. This list depends on the catalog created previously in the Financial Configuration module.
Exchange Rate: Conversion rate between the main currency used in the system and other currencies in which transactions can be made (conversion can be set in the Financial Configuration module).
Note: Notes associated with the generated purchase order.
Finally, after adding the items, click on "Save" to complete the process and create the purchase order.