How to Create a Purchase Order?

A Purchase Order (PO) is used to document a purchase request from a supplier before issuing a purchase bill. It is a key step in managing purchases and efficiently tracking orders.

Steps to Create a Purchase Order in Wafeq

1. From the main menu, select "Purchases".

2. Click on "Purchase Orders".

3. Click the "Create" button at the top of the page.

4. Fill in the purchase order details:

   • Supplier: Choose the supplier from the list.

   • Order Number: Enter a unique number, or leave it blank to auto-generate.

   • Date: Select the issue date of the PO.

   • Currency: Auto-filled based on supplier settings (can be changed).

   • Description or Notes: Add any notes or terms related to the order.

5. Add the required line items:

   • Product or service.

   • Quantity.

   • Price.

   • Tax (if applicable).

   • Discount (optional).

6. (Optional) Additional linking:

   • Cost center.

   • Specific project.

7. Click "Save" or "Save and Send".

For more detailed, step-by-step instructions with images refer this guide

Purchase Orders