Manage Purchase Order

Posted2025-02-05

Updated2025-02-05

Byadmin

Step 1: Access the Purchase Order Menu

Expand the Purchase menu on the left-hand side and click on Purchase Order to open the Purchase Order screen.

Step 2: Search for the Purchase Order

Use the search bar or the Advance Search button at the top-right corner of the screen to find the Purchase Order (P/O) you want to edit. You can search using the P/O Number, Purchase Order Date, or other filters such as Division or Supplier.

Step 3: Select and Edit the Purchase Order

Once you find the desired P/O in the list, click on the Edit button (pencil icon) located at the right-hand side of the row to open the Purchase Order form.

Step 4: Save the Purchase Order

Tab Information: This tab displays general information about the Purchase Order (PO). If there are any remarks or notes, you can input them in the Remark field.

Tab Detail: This tab contains the detailed information of the PO, such as items, quantities, and prices. You can also input the Confirm Date in this section.
- Confirm Date refers to the date the supplier requests to postpone the delivery from the required date specified in the PO.

Tab Attachments: In this tab, you can upload additional files related to the PO, such as supporting documents or references.

Category	Description
Company	Used to set up customer company information, including company name, address, tax ID, and other relevant business details.
Division	Used to define different divisions within the company, such as Sales, Production, and Finance, to structure the organization and manage access control.
Position	Used to manage employee job positions within the organization, such as Manager, Supervisor, and Staff, which may affect document approval workflows.
Cost Center	Used to define cost centers to allocate expenses by department, project, or function, ensuring accurate budgeting and cost analysis.
Responsible	Used to assign responsible personnel for specific processes or modules, such as accounting, purchasing, or production. It may be linked to approval workflows.
Working Calendar	Used to set up the company’s working schedule, including working days, working hours, shifts, and holidays.
Non-Working	Used to specify non-working days, such as public holidays, company holidays, or special leave days, ensuring accurate workday calculations.
Currency	Used to set up currencies used in the system, such as THB (Baht), USD (US Dollar), and EUR (Euro), along with related exchange rates.
Exchange Rate	Used to import or update exchange rates from sources like the Bank of Thailand (BOT) through Excel file import or API integration.
TAX	Used to configure tax-related settings, such as withholding tax rates, tax rules, and compliance with business tax regulations.
VAT	Used to define VAT (Value Added Tax) calculations, including VAT rates (e.g., 7%), VAT exemptions, and tax breakdowns.
BOI	Used to set up tax and investment privileges from the Board of Investment (BOI), including corporate tax exemptions and import duty reductions.
Additional Charge	Used to define additional charges such as shipping fees, insurance costs, bank fees, or any extra costs associated with orders.
Item Condition	Used to classify item conditions, such as new, used, defective, or repackaged items, which may affect pricing or quality control.
Item Type	Used to categorize items into groups such as raw materials, finished goods, semi-finished goods, or service items.
Location Type	Used to define types of storage locations, such as the main warehouse, secondary warehouse, receiving area, or distribution center.
Order Type	Used to define different types of orders, such as Job Order (work orders), Purchase Order (orders from suppliers), Remark (orders with special conditions or notes), and Delivery Order (orders for product delivery). Not Sure!!
Running No.	Used to configure automatic document numbering, such as invoice numbers, purchase order numbers, and tax invoice numbers, based on predefined formats.
Running Lot No.	Used to generate lot numbers for products, enabling efficient tracking of items through production and inventory management.
Approve Route	Used to configure document approval workflows, such as purchase order approvals, quotation approvals, and other approval processes.
Mail	Used to configure email notifications for system alert users, such as order confirmations, approval status updates, or inventory alerts.
Screen Label	Used to define labels for system screens, such as renaming buttons, field names, or customizing language settings.
Class List	Used to classify data types such as product categories, customer types, supplier categories, or cost groups for better data organization.
System Config	Used to configure system settings such as date formats, currency units, security policies, and general system behavior. Not Sure!!
Password Policy	Used to manage password policies, including minimum length, complexity requirements and security compliance.
User Group	Used to define user roles, such as Admin, General User, Accounting, or Sales, with different access rights to system modules. It also allows managing permissions for viewing, adding, editing, deleting, printing, and performing special actions on specific screens within the system.
User	Used to manage user accounts, including creating new users, assigning roles, resetting passwords, and disabling inactive accounts.

Purchase Order

Manage Purchase Order

Step 1: Access the Purchase Order Menu

Step 2: Search for the Purchase Order

Step 3: Select and Edit the Purchase Order

Step 4: Save the Purchase Order

Settings detail:

Information details