Here are the 11 easy steps on how to create a Purchase Order in Mosaic Purchasing System.
Login to Purchasing System.
Step 1: Go to “Purchasing & Inventory” Module
Step 2: Click “Purchase Order”
Step 3: Click” Add New”
- Tap on “Add new” button to start creating a new Purchase Order.
Step 4: A new window will open. Type in the Required Information
A. Select outlet
B. Set the Delivery Date and PO Date
C. Remarks (Optional)
D. Toggle the “Yes/No” to identify if the PR is Urgent or not.
Step 5: After selecting the outlet, all the Open PR will be shown here, Select the PR that needs to have a PO.
Note: You can select multiple PR .
After selecting the PR. The system will display the list of items listed on that PR.
Step 6: Type in the quantity of items subject for PO.
or you can use the “copy” button.
Step 7: You can also manually update the rate.
Step 8: Click “Generate PO”
- Tap “Generate PO” button to save the transaction.
Note: The system will create different PO for each of the supplier listed on the pr. For this sample, the system will create a PO for A.C Cortez Trading and for Metro Vinos.
Step 9: The system will show a green notification bar.
- This means that the transaction is successfully saved
Step 10: Click “X” button to exit the page.
Step 11: you will be automatically directed to the Purchase Order lists. And this is where you will be seeing your newly created Purchase Order.
In this Scenario, 2 PO has been created coming from a single PR since the PR contains 2 different suppliers.
Repeat steps 1 – 11 if you need to create more PO’s.