New order
New order refers to the process of creating a new purchase order to procure products from a supplier. If you want to purchase any product, first you have to order the product.
To make a new order, first go to the purchase section and go to new order, and do the following steps:
Select Supplier: Choose the supplier from whom you are purchasing the products.
Select Warehouse: Choose the warehouse where the purchased products will be stored after delivery.
Date: Select the date of the purchase order.
Shipping Address: Enter the location where the purchased products need to be delivered.
Imported Product: Set if the product is imported or not.
LC No: If the product is imported, then set the LC no of the product.
Select C&F Agent: Choose a Clearing and Forwarding (C&F) agent responsible for managing customs clearance and transportation of the product.
Invoice No: Set the invoice no of the purchase order.
Reference No: Set the reference no of the purchase order.
Select Pay Term: Choose the payment terms that define how and when the payment for the purchase order will be made.
Credit: The deadline by which the payment for the purchase order must be completed.
Shipper: The company or person who is going to deliver the product.
Payment Method: Select the method by which the payment should be made.
Pay Amount: Enter the amount that has been paid for the purchased product.
Attach document: The Purchase order-related documents upload here.
Product Name: Choose the product that has been purchased from the supplier.
Discount: Enter the discount amount or percentage received on the purchased product.
VAT: Specify the applicable VAT amount or percentage on the purchased product.
Quantity: Enter the number of units purchased for each product.
Rate: Specify the price per unit of the purchased product.
VAT amount: Total VAT amount of individual product calculated based on VAT rate.
Amount: The total cost calculated based on the quantity and rate of the purchased product, including any applicable discounts or VAT.
Add cost line: Purchase-related costs given to the supplier have to add here.
Shipping Charge: Enter the cost of transporting the purchased products to the delivery location.
Product-wise VAT: Specify the total VAT amount of the invoice.
Product-wise Discount: Enter the discount amount or percentage applied individually to each product in the purchase order.
Discount: Specify the overall discount applied to the total purchase order or an individual product.
Adjustment: Enter any additional charges or deductions applied to the total purchase amount.
Amount in Words: The total purchase amount written in words.
Save: By clicking the save button, you can save the purchase order.
Save and Close: By clicking the button, you can save the purchase order and close the new order section.
Save and New: By clicking the button, you can save the purchase order and create a new purchase order.
Save and Email: By clicking the button, you can save the purchase and send the purchase details using email.
Cancel: By clicking the button, you can cancel the purchase.
Add New C&F Agent: If needed, you can add a new C&F agent. To do this, go to the C&F dropdown and click on the plus (+) button.
After clicking, follow these steps:
Name: Enter the name of the C&F agent.
Email: Provide the agent's email address.
Phone: Input the agent's contact number.
Address: Specify the address of the C&F agent.
Save: After setting, just click on the save button, and your new agent will be added successfully.
