“Purchase Order (PO) is a document sent to a specific supplier to purchase more inventories for your warehouses. It contains descriptions, quantities, prices, discounts, payment terms, date of performance or shipment, other associated terms and conditions.”
1. Create Purchase Order
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Go to Magento Backend > Purchase Management > Purchase Order Management section > Create Purchase Order
When creating Purchase Order, you will see a tab showing steps at which Purchase Order is. They are New, Pending, Processing, and Completed.
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Input General Information
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Click on Prepare Product List button to move to the next step
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Add products to the Purchase Order
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Click Confirm Purchase Order
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Setting Shipping and Payment
Similar to Step 3 in Creating a Quotation. After this step, choose Save and the purchase order status will be changed to Pending. At this time, you can choose to Send Request to the supplier (Request will be sent to suppliers’ email address), Print the purchase order, Cancel or Confirm Purchase Order.
You should double-check all information before confirming the purchase order. After being confirmed, the purchase order status will be changed to Processing.
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You can view Summary Information, General Information and edit Invoices, Received Items, Returned Items, Transferred Items, Shipping and Payment.
You can click on Complete PO to complete the purchase order (its status will be changed to Completed) even if you have not received all requested items. When the purchase order status is Completed, you cannot receive items anymore but you still transfer received items into Warehouses/ Source after that.
You can also click on the Receive Items button to note which and how many items are received.
Summary Information
You can view the time, supplier, shipping method, payment term, product list and sales totals report.
Received Items
When the purchase order’s status is processing, you can be navigated to the following view and receive or return items.
The table will shown received items with information including Received Data, SKU, Product Name, Supplier SKU, Received Qty and Created By.
If you click on Receive all items, then all items that you need supplying are ordered.
If you click on Receive items to note the received quantity of some items only. This method is most suitable when you use partial shipment.
Returned Items
In the Returned Items tab, you can return products to the Supplier by clicking on Return Products button. Please refer to Create Return Request for more details.
Invoices
The invoice you created will be shown on the table, including information such as Invoice ID, Billed Date, Invoice Total, Total Paid, Total Refund, and Billed Qty
Note: multiple invoices can be created for one purchase order.
Transferred Items
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Click Complete PO
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