Purchase Orders

When an order is placed, transactions such as supplier current account control, product inventory control, purchase discount accounts can be easily performed. Promotions and special discounts calculated in the order details are automatically displayed by the system.

Route: ERP > Sales-Distribution > Purchasing > Purchase Orders

2-Current Account and Contact Person: Select the current account you will order. Contact Person will come automatically depending on the authorized current.

3- Ordered By: The user who uses this registration screen will be displayed automatically in the Ordered By field.

4-Reference: If you are recording the ordering process through another process (for example, if the recorded request is converted to an order), the document number of the previous process is displayed in this field.

5-Task/Assignment: If the order is related to any Task/Assignment, specify it in this field.

6-Additional Info: You can define additional information. Additional info is defined in the parameters.

7-Order and Delivery Date: The order date comes as the automatic registration date, you can change it. The delivery date of the order is entered in the Delivery date field.

8-Payment Method: Specify the payment method agreed with the supplier in this field.

9-Maturity Date: Automatic maturity is calculated according to the payment method entered. It can also be changed manually if desired.

10-Partner Portal: This field contains the box and the date. If you want the order to be displayed on the partner portal, you can tick the box and publish it, and specify the end date of the publication period in the date field.

11-Process: Specify the stage of the order.

12-Priority: You can specify the priority status for your order in the Priority field.

13-Shipping Method: Specify the shipping method for the product/service specified in the order content.

14-Delivery Warehouse: Select the location to be delivered for the products you ordered in this field.

15-Contract: If the purchase order is related to a contract, the contract is selected in this field.

16-Project: If the purchase order is related to a project, the project is selected from this field.

17: Explanation: You can specify explanation/detail information about your order in the Explanation field.

18-TPD: If the purchase order is related to a TPD (Trade Promotions & Discounts), specify the relevant TPD (Trade Promotions & Discounts) in this field.

19-Loading Location: The loading location of the order is selected.

Inventory Reserve: Check this box to reserve the products you have specified from the order record from the current inventory. Thus, in the inventory reserve information of this product, it will be displayed that it is reserved as much as your order amount.

Overseas: Tick this box if the products in the order record are products that will come from abroad.

The use of the basket area is as follows;

To add products to the basket, click the “+” icon at the beginning of the basket line. A list of products will appear. From here, select the products one by one by clicking on their units. You can also add products to the basket by typing the inventory code, barcode or serial number and pressing the "enter" key.

You can change their amount manually. Then click the “Save” button.

For detailed information about using the basket, you can review the "Basket Settings and Usage" document.

The following operations are performed with the help of the links in the upper right;

2-Shipping: Click on this link to add packaging and shipping information for the products you have ordered.

3-Expense Detail: Expenses made for the relevant purchase order can be specified.

4-Payment Plan: A payment plan is created for the order.

5-Member Account Details: Click this link to view the information about the member specified in the current account field in the order record.

6-Place a Batch Order: You can create a batch order when different orders are received from the same supplier.

7-Purchase-Sales Conditions: Click on this link to specify the Purchase-Sales conditions regarding the order.

Order Details: When you click on this icon, you can view or add documents related to the order, make budget compliance checks, and view the financial summary.

You can also access the Order Fill Rate Report and the Order Inventory Report from the order detail.

With the help of other links, you can view additional information of the order, related notifications and perform operations such as printing, saving, copying.

Order Creation via Data Transfer

You can use Data Transfer to create large numbers of orders at once. Click the Data Transfer icon in the upper right corner of the order registration page.

Transfer Type: 

Make the relevant selection based on the code found in your document (inventory code, barcode, or custom code).

After specifying the necessary information, click the "Save" button and you will be directed to the order adding page. After detailed selections, you can place the order.

When you click the "List" button, you can list the products in the document you have added. You can also convert it to an order after you list it.