How to manage Purchase Orders on RMS

To manage Purchase Orders on RMS, you will access the list by RMS → Purchase Management → Purchase Orders. You will be redirected to Purchase Order page.

Manage Purchase Orders list

Purchase Order page

In this page, you can see all the POs created in the current source (POs will be managed separately in each source). There are some information in the list:

ID	The Incremental ID of the Purchase Order.
Supplier	The Supplier of the Purchase Order.
Total	The Grand Total Purchase Order.
Status	The current stage of the Purchase Order (Pending/In Progress/Completed/Cancelled)
Created At	The date this Purchase Order was created and the user who created it.
Timeline	Display the newest update and updated time, including + Created (Save after request is created) + Confirmed (Save after request is confirmed) + Received (Save after request is received). Note: each time user receiving, save updated time again.
Estimated Delivery Date	The estimated delivery date from Purchase Order details.
Action	Click on the button "View" in this column to go to Purchase Order Details page.

User can filter the POs list by those information above.

Next, we will continue with the flow of a purchase order.

Step 1: Create a new Purchase Order

First, you need to create a Purchase Order and send it to the supplier. Please follow the guide below.

How to create a Purchase Order

Step 2: Receive Products and Complete PO

When the products have come to your warehouse, you will need to receive and record it into your warehouse. Please follow the guide below.

How to record a receive for Purchase Order

Step 3: Return PO if there are any broken products or any problems related to that PO

When the received products are broken, or the PO has some problems, you can use the Returned Products function to return the PO. Please follow the guide below.

How to record a return for a Purchase Order