Create Purchase Order

How to Create a Purchase Order

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

1. Navigate to Purchase → Purchase Orders

• 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.
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2. Click the ‘+ New Purchase Order’ Button

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

• 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.
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4. Add Item Lines

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

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