8 months ago
How to Use Purchase Orders in OptyERP: From Creation to Conversion

Introduction
Purchase orders are an essential tool for managing supplier relationships and keeping track of incoming goods. With OptyERP, you can easily create, manage, and convert purchase orders into purchases. This blog will guide you through the process of enabling, creating, and converting purchase orders, ensuring efficient supplier transactions.
Step 1: Enabling Purchase Orders
Before using purchase orders in OptyERP, you need to enable the following feature:
- Navigate to Business Settings: Go to Settings -> Business Settings.
- Enable Purchase Orders: In the Purchase tab, enable the Purchase Order option and save your settings.
Once enabled, the Purchase Order option will appear in your Purchase module, allowing you to begin creating purchase orders.
Step 2: Creating Purchase Orders
After enabling the feature, you can create new purchase orders:
- Go to Add Purchase Order: Navigate to Purchase -> Add Purchase Order.
- Enter Supplier and Order Information: Fill in the supplier details, products, quantities, pricing, tax, discounts, and payment terms.
- Save and Print: After entering all the necessary details, save the purchase order. You can print it and send it to your supplier for approval.
Step 3: Converting Purchase Orders to Purchases
Once a supplier has confirmed the order, you can convert the purchase order into a purchase:
- Add Purchase: Go to Purchase -> Add Purchase and select the supplier.
- Select Purchase Order: OptyERP will automatically display all purchase orders related to the supplier. Select the relevant order, and it will load the products, prices, and details.
- Update Quantity and Save: You can increase or decrease the quantity of the products as needed. Save the purchase, and OptyERP will update the purchase order status accordingly.
This process makes it easy to track and convert purchase orders, ensuring your inventory is always up-to-date.
Conclusion
OptyERP simplifies the process of creating, managing, and converting purchase orders. By using this feature, you can keep better control of your supplier transactions and ensure timely deliveries.
👉 Want to see how OptyERP can streamline your purchase order process? Request a demo today at www.optyerp.com.