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, 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 on 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.


Read: How to check pending Ocerra POs for approval