Follow the below steps to record Batch Purchase Orders.
1. Navigate to Purchases -> Purchase Orders.
2. Clicks "..." and choose Batch Purchase Orders.
3. Click on the Add Purchase Order.
4. The screen below will appears. Enter the details below:
You can select to key in the simple information or extended information by toggle the radio button.
Simple Field
Extended Field
Simple field
Field | Explanation |
Supplier | Select Supplier, choose to create a new supplier or existing supplier. |
No. | Key in a Purchase Order No. or the system will autogenerate it. |
Date | Select a Purchase Order Date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Account | Select an appropriate Account. You can create a new account by clicking +Add Account. |
Item Description | Add a Description for the transaction. |
Amount | Key in the Sale Order Amount. |
Tax | Key in Tax if any. *(Optional) |
Additional Extended field
Field | Explanation |
Reference No. | Key in Reference no if any. *(Optional) |
Tags | Select a tag if any. *(Optional) |
Title | Key in the title of a Purchase order if any. *(Optional) |
Description | Key in the description of a Purchase order if any. *(Optional) |
Product | Select an appropriate Product. You can add multiple product by clicking on add item button. |
Quantity | Enter the Purchase order quantity |
Location | Select the location if any. *(Optional) |
Unit Price | Enter the unit price |
Discount | Key in a discount if any. *(Optional) |
Import Batch Purchase Order
1. Click on the import file.
2. Click on the Simple or Extended to download the template.
3. Fill in the details in the excel template you have downloaded.
4. Next, go back to the system and click on Click to Upload.
5. Review the transaction.
6. Click Save and you’re done.