User Guide for the Purchase Order Screen

User Guide: Purchase Order Screen - Smart Pro ERP Purchasing System

Accessing the Purchase Order Screen:

1. After logging in to the system, go to the side menu.
2. Click "Purchasing System" in the menu.
3. Select the "Purchase Order" node.

Add a New Purchase Order Transaction:

General steps:

1. Click "New" to start a new purchase order transaction.
2. Enter the transaction data in the required input fields.
3. Press "Save" to save the data.

Step-by-step detailed steps:

1. "New" button:

• Steps:

1. Click the "New" button to start a new purchase order transaction.
2. The input fields on the screen will be initialized, where you can enter the details of the new transaction.
3. Enter the required information in the mentioned input fields (number, branch, warehouse, supplier, payment method, status).
4. Press "Save" to save the transaction.

2. "Save" button:

• Steps:

1. After entering the transaction details, click the "Save" button.
2. The transaction data will be saved in the Purchasing System.

3. "Print" button:

• Steps:

1. After saving the transaction, display it and click the "Print" button.
2. A report containing the transaction details will be printed.

4. "Delete" button:

• Steps:

1. Select the item you want to delete from the transferred items list.
2. Click the "Delete" button to delete the selected item.

5. "Restore Data" button:

• Steps:

1. Click the "Restore Data" button.
2. The data of the last purchase order saved in the system will appear, and you can edit it, cancel it, or revert the order.

6. "Export to Excel" button:

• Steps:

1. After displaying the transaction, click the "Export to Excel" button.
2. The transaction data will be saved in an Excel file that can be opened and used outside the system.

7. "Expenses" button:

• Press the Expenses button if there are additional expenses in the purchase transaction.

-(Specify account number - account name - payment method - expense type - then description)

• Click OK to save the transaction.

8. "Search" button:

• Steps:

1. Click the "Search" button and enter the search information to find the required transactions.

Data Display Table:

• This table is used to display the details of the items included in the purchase order in an organized way, and you can click the item name column to select the required items.

Delete Button in the Table:

• You can use the delete button available in each row of the table to delete the selected item from the purchase order

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns

It includes the following data for each item:

• Item Code: Displays the item code.
• Item Name: Displays the item name.
• Unit: Displays the item's unit of measure.
• Quantity: You can enter the item quantity in the purchase order.
• Unit Price: Displays the item's unit price.
• Tax: Displays the tax amount.
• Total: Calculated automatically based on quantity and unit price.

Adding and Editing Items in the Table:

• Click the Item Name column in the table.
• A drop-down list will appear showing the items available in the warehouse.
• Select the required item from the drop-down list.
• After selecting the item, it will be displayed in the table with its data.
• You can edit the quantity as needed.
• You can also use the delete button in each row to delete the item from the transaction.

Navigation and Search Buttons:

• Use the following buttons to navigate and search within the purchase order screen:
• > : Move to the next record.
• <: Return to the previous record.
• >]: Move to the last saved transaction.
• [<: Move to the first saved transaction.
• 🔍: Search using the transaction number you want to review or view