Basic Functions in Purchase Orders

In Mindx Inventory, you can perform a variety of essential functions within the Purchase Order module. Let’s explore these functionalities step by step.

Create Purchase Order

Creating a new purchase order is straightforward. Here’s how to do it:

Navigate to Purchases > Purchase Orders.
Click the + New button in the top right corner of the page.
Fill in the required details in the Create Purchase Order page.

Section	Field	Description
Header Section	Purchase Order #	A unique identifier assigned to the purchase order, which can be edited after creation.
	Order Date	The date on which the purchase order is created, serving as a reference for tracking.
	Expected Delivery	Date The anticipated date when the ordered items are expected to arrive from the vendor.
Dropdowns	Warehouse	Select the warehouse where the items will be delivered.
	Supplier	Choose the supplier from whom the items will be ordered.
Items Table	Item	Select the item that is being ordered from the supplier.
	Quantity	Specify the number of units being ordered.
	Price	This field auto-fills based on the selected item but can be adjusted if necessary.
	Tax	Input the relevant tax percentage or rate that applies to the order.
	Amount	This field calculates the total amount based on the quantity, price, and tax.
Footer Section	Supplier Notes	Enter any specific instructions or additional information for the supplier regarding the order.
	Subtotal	Displays the total cost before taxes and any adjustments are made.
	Tax	Shows the total tax amount applied to the order.
	Total	Displays the grand total amount, including all applicable taxes.

Select the Warehouse and Supplier from the dropdown options.
Add items to the order, specify their quantities, and adjust prices or taxes as necessary.
Enter any additional details, such as supplier notes or specific delivery instructions.
Review the subtotal, tax, and total amount to ensure accuracy before finalizing the order. Creating a purchase order helps streamline your procurement process and ensures timely inventory replenishment from your suppliers.

Insight

When creating a purchase order, ensure that the expected delivery date aligns with your inventory needs to prevent stock shortages or overstocking. Proper planning helps maintain a smooth supply chain.

View Purchase Orders

If you’ve already created purchase orders, you can easily view them. Here’s how:

Go to Purchases > Purchase Orders.
Select the purchase order you wish to view.

This allows you to keep track of your orders and manage your inventory effectively.

Next >

Function in Purchase Orders

Related >