Overview

The Purchase Order (PO) view is where you can review, manage, and take actions related to a specific purchase order. This view allows you to see all the details related to the purchase order, including the items ordered, supplier details, and various actions that can be taken on the purchase order.

Details in Purchase Order View

1. Reference Information:

   • Reference Number: Unique identifier for the purchase order (e.g., 009/2024).
   • Date: The date when the purchase order was created (e.g., 04/08/2024).
   • Created by: The user who created the purchase order (e.g., Varadha).
   • Created On: Timestamp when the purchase order was created (e.g., 04/08/2024 09:32 PM).

2. Document Details:

   • Deliver Into Location: The location where the items will be delivered (e.g., A1 - A1).
   • Delivery Address: The address to which the items will be shipped (e.g., karur).
   • Shipping Company: The shipping company handling the delivery (e.g., Default).
   • Test Amount: Any additional testing or miscellaneous amount related to the PO (e.g., 0.000).

3. Supplier Information:

   • Supplier Name: Name of the supplier (e.g., Fgbfdgb).
   • Supplier Details: A button to upload or view documents related to the supplier (e.g., "Choose File" button).

4. Line Details:

   • Item Description: The item being purchased (e.g., 1001 - Service).
   • Test1, Feature, Test Notes: Custom fields related to the item (optional).
   • Quantity and Unit: Quantity ordered and the unit of measure (e.g., 1 hr).
   • Price: Price per unit of the item (e.g., 45.820).
   • Requested By: The person who requested the item (e.g., 14/08/2024).
   • Line Total: Total cost for the line item (e.g., 45.820).
   • Item Tax Type: The tax type applied to the item (e.g., GST 18%).
   • Quantity Received: Number of units received against the PO (e.g., 0).
   • Quantity Invoiced: Number of units invoiced against the PO (e.g., 0).

5. Totals:

   • Sub Total: Total before taxes (e.g., 45.820).
   • Taxes: Breakdown of taxes (e.g., SGST 4.124, CGST 4.124).
   • Amount Total: Grand total of the purchase order (e.g., ₹ 54.068).

Actions:

• Edit: Modify the details of the purchase order.
• Receive Items: Mark items as received against the purchase order.
• Payment: Record a payment made against the purchase order.
• Void: Cancel the purchase order.
• Cancel PO: Fully cancel the purchase order.
• Email: Send the purchase order details via email.
• Print: Print the purchase order document.
• Share Link: Generate a shareable link to the purchase order.