Create Purchase Order

Estimated reading: 2 minutes 302 views

Follow these steps to create a Purchase Order in the Garage Invoice system:

Log in: Begin by logging into the Garage Invoice system with your credentials.
Go to Purchase Orders:
- From the main menu, navigate to the Purchase section.
- Click on Purchase Orders to access the Purchase Orders page.

On the Purchase Orders page, locate and click the + New Purchase Order button to start creating a new order.

Purchase Order Name: Enter a name for your reference to easily identify the order.
Order Date: Select the date when the order is being placed.
Delivery Date: Enter the delivery date if the goods have already arrived.
Expense Category: Choose the relevant expense category from the list. If the category doesn’t exist, you can add a new one.
Vendor: Select the vendor from the dropdown list who will supply the goods or services.
Vehicle: If all purchased parts or services are for a specific vehicle, select the vehicle from the list.
Delivery Status: If good already arrived, select ‘Delivered in Full’, if you are waiting for delivery select ‘Pending Delivery’
Department: Specify the department that will use this Purchase Order, ensuring proper allocation of resources.

Add Items:
- Enter the items (parts or services) you wish to order.
- You can manually input the items or use the ‘Add Item’ dropdown.
Load Items: Alternatively, you can load items from an existing Sale Invoice or Purchase Request → Quote to streamline the process.

Once all details are filled in and reviewed, click the ‘Save’ button to finalize the Purchase Order.