Like all sales management tools, KAFINEA offers a purchase order entry form. It is available via this path: Sales > Sales orders
It's similar to other order forms you may be familiar with. Once your document has been saved, your order form is displayed.
You'll find all the functions you're used to in sales. Tabs in the document header let you quickly view important information, such as related documents, delivery notes or associated invoices.
- you can email the purchase order directly to your supplier
- you can transform the purchase order into one or more delivery notes
- you can transform the purchase order into one or more invoices
- you can create a supplier order
[box] Tip: From the Customer record, you can use the various tabs available to view orders already booked for this customer, and add new ones. A contextual button is also available to create a purchase order directly [/box].
Good to know: you can use the 'Finalize ' option to lock an order. This operation is irreversible. Only partial modifications are possible, such as updating the status and modifying invoicing recurrence information.