Overview;
- Create Purchase Order (PO) in Ocerra.
Once you have created the PO template and set up the workflow, you can start creating a Purchase Order.
Creating a Purchase Order
- Navigate to Purchase Orders
- Click + New Purchase Order
- Fill the necessary fields, then save
Please take note that the system will not allow you to create a PO if a workflow has not been set up; an error will be prompted, "Please configure the default purchase order workflow," hence, a default workflow has to be added.
Purchase Order tabs:
- General: Shows header and line-level information.
- Attachments: You can add multiple attachments in a single PO. A bell icon will appear if there's an attachment/document.
- Emails: Displays emails sent to your supplier.
- Invoices: All forwarded invoices from your supplier linked to the same PO will be displayed in the Invoices tab (with a bell icon next to them).
Note: Ocerra POs operates independently from your accounting or ERP system. However, suppliers, accounts, items and other categories are imported from your system to create a PO in Ocerra.
Ocerra POs are created as GST Exclusive by default unless GST is enabled in the PO settings.
Learn more about the Purchase Order creation features.
- The 'Send email' function will trigger only when a PO has been approved.
(!) Once a PO has been approved, you can no longer edit the header fields: date, Required Date, Supplier, Attention, Reference and the details in the table. All pending POs for approval will be displayed in the 'PO Approval' tab with a status of 'Draft or Reviewed'. Once approved, they will automatically be removed from the list.