How do I create a purchase order on Posibolt?

How do I create a purchase order on Posibolt?

A purchase order (PO) is a document that a buyer gives to a seller to officially say they will buy certain items and pay for them later.

a Vendor is also known as a supplier

1. Log in to Posibolt and navigate the Posibolt Main Menu, on the right side you will see Menu options 
2. Select Purchases in the Main Menu, navigate to the sub-menu on the left to locate Purchase Order, and then select the Purchase Order option to be redirected to the Purchase Order screen.
   
3. Navigate to the right side of the screen, locate the Vendor(Supplier) text box, enter a Vendor Name and select the Vendor you want to use.
   
4. Locate the top bar and insert a product Barcode, Description and/or Product Name.
   
5. Once you insert the product(s), you can select them and you will be able to select the quantity you want to include in the order on the right side of the screen, for each selected product, you will be able to see the current stock quantity on hand, barcode etc. on the right side of the screen
   
6. After inserting quantities, you will be able to insert a custom Order Number(if you do not enter one it will auto-populate one) and a Reference No (can be your own, or a reference given by a Vendor)
   
7. Insert the dates, the date of accounting is the date for the transaction, the date promised (the date set between Vendor and organisation for the items/products to be delivered) and  Valid till is for vendor-specific agreements( a discount(s) can be ) for the order.
   
8. You can see product history by clicking the "H" button and you can select save and or check out 
   
9. Click Check Out 
   

Extra Service on the Purchase Order Screen

Depending on your organisation you are able to have more services and additional sales options on the sales screen:

1. Add or Edit product buttons are available on the top right under "Price List title"
   
2. Preview button at the bottom right of the screen allows you to see a full Purchase Order preview
   
3. Clicking More will allow you to merge 2 or more Purchase Orders by clicking Merge and you select an old saved Purchase Order
   
4. Attachments: extra documentation, pictures etc. that can be uploaded in an order.
   
5. Copying order: copies previous orders to current existing orders being created.
6. Edit Payment Terms: this allows you to make a sale to customers who have payment terms or qualify for the payment terms available, this can be agreed upon between customer and store/business and pay over a certain period for a service or product.
7. Discounts and Quick Discounts:  allows quick entry or general entry of discount codes or pricing available (if any).
   
8. You can add a Comment that will be on record for use by the organisation as well
   
9. Free Items can be included by the Vendor(sample products etc.) or vice versa in an order being received and/or sent out

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