Like all purchasing management tools, Kafinea features a purchase order entry form.
It is possible to create a Supplier purchase order in three different ways:
- Directly from the Supplier Ordersvia the path : Purchasing > Supplier orders
- Since record Account Supplier. The 'Create supplier order' contextual button opens the form, pre-filling suppliers with their own information.
- From a Sales Order. The 'Create supplier order' contextual button opens the form, pre-filling it with certain details of the sales order, i.e. the detail lines with their comments, the customer's delivery address, etc.
The purchase order is similar to other purchase forms you may be familiar with. Once your document has been saved, your purchase order is displayed.
You'll find all the functions you're used to in purchasing. Tabs at the top of the document allow you to quickly view important information, such as related documents and purchase order receipts.
- you can email the purchase order directly to your supplier
- you can transform the purchase order into one or more delivery notes
[box] Tip: From a supplier's record , you can use the various tabs available to view orders already booked for this supplier, and add new ones. A contextual button is also available to create a purchase order directly [/box].