Creating Purchase Orders by using WareGo
1. Navigating to the Purchase Order Screen
● Navigate to Main Sidebar Menu > Inbound > Purchase Order.
● On the Purchase Order screen, click “Add new” to create a new purchase order.
2. Entering Basic Purchase Order Details
● The system will automatically generate a PO number and select the default company Now Fill in the following fields:
● PO Type: Select from the dropdown menu.
● Date: The current date will be set by default.
● Supplier: Select the supplier from the dropdown menu.
● Supplier Site: Select the supplier site from the dropdown menu.
● Bill To: Choose the billing address from the dropdown menu.
● Ship To: Select the shipping address from the dropdown menu.
● Country: Choose the country from the dropdown menu.
If necessary, enter any Remarks in the provided field.
3. Saving the Draft
● Click on Save as Draft & Add Items to save the purchase order as a draft.
● A notification will confirm that the purchase order has been successfully created as a draft.
4. Adding Items to the Purchase Order
● On the New Purchase Order screen: Item Code/Description: Enter the item code or description.
● The system will automatically populate the Unit of Measure and Category fields.
Enter the Quantity for each item.
● If you need to make further changes, click Save as Draft to save them
5. Sending the Purchase Order for Approval
● On the New Purchase Order screen:
● Once sent for approval, no further changes can be made to the purchase order.
● The status of the purchase order will be updated to Created.
6. Approving the Purchase Order
● Navigate to the Actions Page.
● Check the checkbox next to the purchase order you want to approve.
● Click on Select Status and choose Approved.
● Click Update Status.
● A notification will confirm that the purchase order has been successfully approved.