A purchase order is a document sent to a vendor with details of the products you intend to buy, the expected price and other terms apply. It is a purchase request made from your side for the vendor’s product.
Deskera Mobile App allows you to record and manage purchase orders and convert them into business opportunities. We will focus on how the user can record a purchase order in the Deskera Mobile App in a few simple steps in this article.
You can select the Purchase Order module on the dashboard to view the list of all existing purchase orders on the system. If you are a new user, the page will directly give you the option to add a new Purchase Order.
Fig 1: Purchase Order – Main Screen
Fig 2: Purchase Order – New Purchase Order
You can click on the Create New Purchase Order option under activities to open up the New PO form.
Fill in the required details such as vendor to whom to send the PO, product details, price details, etc. and click on Save. You can choose to either save the purchase order in the draft or as a purchase order.
The created purchase order will be visible on the Purchase Order module, and you can also choose to convert it into the purchase invoice.
Fig 3: Purchase Orders – View Purchase Order
If you wish to view the purchase order report, select the reports button to view the monthly bill results shown in bar charts.
On the Purchase Invoice page, tap on the 'Generate Invoice' to convert the Purchase Order to Purchase Invoice. Do note that you can only edit the purchase order you've saved in draft mode. You can't delete the purchase orders that you have created as well on both Android and iOS
Congratulations!! You can now proceed to add purchase orders and carry your business forward with the Deskera Mobile App.
In the next article: Learn How to Add Purchase Invoice?