6.3. Purchase Orders

• Create new purchase order

• Select to create new purchase order

• Fill in order information:

• General info: Order date, expected delivery date, tax calculation method, shipping address, etc.

• Product information: add products, enter quantity, price, tax

• Other information: discount, notes, etc.

• Order save options:

• Select to save the purchase order

• Select to save and send order information to vendor

• Select to save and mark as sent to vendor

• Select to save as draft

• Purchase order actions:

• View: select to view order details

• Download: select to download order PDF

• View PDF: select to view order as PDF

• Send: select to send order to vendor

• Mark as sent: select to mark order status as sent to vendor

• Edit: select to edit order information

• Convert to Bill: select to convert to Bill, customize Bill details, save (draft or open)

• Delete: select to delete, then confirm

• Export to Excel: Select to export order information to Excel