1. Navigate to “Purchase Order” #

1. Log in to your back-office.
2. In the sidebar, click Purchases.
3. Select Purchase Order.
4. The page shows a Filters panel and an All purchase orders table with a purple + Add button (top-right).

2. Use the Filter Bar #

• Business Location – narrow POs for one outlet/warehouse.
• Supplier – view orders for a single vendor.
• Status – Ordered / Partially Received / Received / Cancelled.
• Shipping Status – Pending / Packed / Shipped / Delivered.
• Date Range – defaults to today; pick any custom period.
• Filters auto-apply; table refreshes instantly.

3. Create a Purchase Order #

1. Click the purple + Add button.
2. Choose Business Location and Supplier.
3. Add products:
   • Type SKU / name or scan barcode.
   • Enter Quantity, Purchase Price, discount or tax if applicable.
   • Repeat for each item.
4. Fill optional fields:
   • Reference No., Shipping Details, Expected Delivery.
5. Click Save. PO status defaults to Ordered and appears in the list.

4. Row “Actions” Dropdown #

Each PO row has a purple Actions button:

• View – open a printable PDF-style copy.
• Edit – modify quantities, add products, change status.
• Receive – convert PO to a Purchase when goods arrive (updates stock).
• Delete / Cancel – remove PO (blocked if already received).

5. Table Columns #

6. Export & Print #

• Buttons above the table: Export to CSV, Excel, PDF, Print.
• Column visibility lets you hide price or shipping columns before exporting.
• Exports reflect active filters—set date range first for monthly PO report.

7. Troubleshooting #

8. Best Practices #

• Create POs before goods arrive to reserve budget and trace approvals.
• Use Quantity Remaining to chase back-orders.
• Filter by Status = Ordered weekly to follow up with suppliers.
• Export monthly PO summary for finance reconciliation.

9. Done! 🎉 #

You can now create, edit, receive, filter, and export Purchase Orders, keeping procurement organised and traceable. Happy purchasing!