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  2. How To Create Purchase Order

How To Create Purchase Order

1. Introduction
2. Add Vendor Profile
3. Add Purchase Order
4. Import Restock Products
5. Receive And Stock In
6. Mark As Completed
7. Additional Information

1. Introduction

A purchase order is a commercial source document that is issued when placing an order with vendors or suppliers. When there’s a dispute, a disagreement about payment, quality standards, or even performance, you need a document for reference. This feature will help you to create purchase orders and track your product purchases easily.

2. Add Vendor Profile

Step 1: Go to Inventory > Purchase > Purchase Order.

Step 2: Click on the More(…) button > Vendor Profile > + Add Vendor.

Step 3: Fill in the Vendor Details > Save.

3. Add Purchase Order

Step 1: Click on + Add Purchase Order.

Step 2: Fill in the Purchased Order Details.

Step 3: Under the Restock List below, click on + Add Item.

Step 4: Select the item(s) from your Inventory Item List > Continue.

Step 5: Fill in the Supplier SKU for self-reference (optional) > fill in the Cost and Quantity.

Step 6: Click the Save button to create the Purchase Order.

4. Import Restock Products

Step 1: You can also bulk add items to Restock List by using Import Restock Products.

Step 2: Download the sample Excel template.

Step 3: Fill in the column in the Excel template according to the format > save the Excel file.

📌Note: You are required to create iSKU in Inventory first before filling in the ‘isku’ column.

Step 4: Back to SiteGiant Purchase Order Import page > upload the Excel file > Next.

Step 5:  If there are any errors in the Excel uploaded, you will see the error message in Errors and Warnings and it will show the error column in the Data Preview. Amend the error column and reupload the file. Click on Proceed if the file uploaded does not have errors.

Step 6: Click Done once the file is successfully imported.

Step 7: The imported products will be listed in the Restock List > click Save to create the Purchase order.

5. Receive And Stock In

Step 1: Click on the Purchase Order ID to view the Purchase Order.

Step 2: Click on the More(…) button of each product > select the received status for the product.

Fully Received: The stock is fully delivered to you
Partially Received: The stock is partially delivered, then enter the quantity received to keep track
Delete: Remove the product from the Purchase Order

Step 3: Click on the Save button to keep the changes made.

Step 4: View the Purchase Order again > perform Stock In for the items to add the stock into Inventory.

Step 5: Fill in the Stock In Details > Create.

6. Mark As Completed

Step 1: Once all the item(s) had fully received and stock in, click on More(…) button > select Mark as completed button complete the Purchase Order.

Step 2: Click Confirm to confirm the action.

📝Additional Information

(i) Print Purchase Order

1. You can print out the Purchase Order by clicking on More(…) button > Print.

2. You can check the History of the action taken of the Purchase Order.

(ii) Duplicate Existing Purchase Order

1. You may duplicate existing Purchase Order by clicking on Copy.

2. Select the Purchase Order Date & Expected Date > Save.

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