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 purchase section and go to new order and do the following steps:

• Select Supplier: Choose the supplier from whom you are purchasing the products.

• 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.

• Shipping Address: Enter the location where the purchased products need to be delivered.

• Select Warehouse: Choose the warehouse where the purchased products will be stored after delivery.

• Select Date: Set the date of the purchase order.

• 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.

• Due Date: 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 method by which the payment should be done.

• Pay Amount: Enter the amount that has been paid for the purchased product.

• Product Name: Choose the product that has been purchased from the supplier.

• Discount: Enter the discount amount or percentage received on the purchased product.

• Tax: Specify the applicable tax 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.

• Amount: The total cost calculated based on the quantity and rate of the purchased product, including any applicable discounts or taxes.

• Shipping Charge: Enter the cost of transporting the purchased products to the delivery location.

• Product Wise Tax: Specify the tax amount or percentage applied individually to each product in the purchase order.

• 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 save button your new agent will be added successfully.