Create Purchase Order
Before creating a Purchase Order, the Customer – Vendor relationship between your company and the company will receive that Purchase Order must be confirmed.
Then, you have to be assigned to one of these following roles:
- Super Administrator
- Administrator
- Boss
- Sales/ Purchasing Manager
- Purchaser
To create a new Purchase Order, please follow these steps:
There are 2 options to go to My Tasks screen:
- Option 1: Tap on the
icon on the Menu bar.
- Option 2: Left swipe on the Homepage.
On My Tasks screen > Choose Procurement Management > Purchase Orders
Step 1: Tap on Create Purchase Order button or icon + to create a new Purchase Order.
Step 2: Select the product you want to buy. You can select the product in 2 ways:
-
Select product from your company's Procurement Catalog or from ATALINK Products list.
-
In case you cannot find out the product that you want to buy, tap on icon + from the Procurement Catalog screen to create a new product. Please provide all the required information about the new product.
-
Note: The number of products added in a Purchase Order is unlimited.
Step 3: Provide information on the Purchase Order, including:
-
General Information:
-
Purchase Order Title
-
Currency
-
Delivery Date
-
-
Vendor
-
Products:
-
Amount (of products)
-
UOM
-
Unit Price
-
You can tap on icon + to add more products or tap on icon x next to a product's name to remove it from your order.
-
-
Shipping Address:
You can edit, remove the default shipping address or add new shipping address by following these instructions:
-
Add new shipping address: Tap on + Create a new address and fill the new address you want to add. Then, tap on Save to finish. If you want to set an address as a default shipping address, tap on icon … of that address and choose Set Default Address.
-
Edit, remove address: Tap on icon … of an address and choose Edit or Delete.
-
Billing Address:
You can edit, remove the default billing address or add new billing address by following these instructions:
-
Add new billing address: Tap on + Create a new address and fill the new address you want to add. Then, tap Save to finish. If you want to set an address as default billing address, tap on icon … of that address and choose Set Default Address.
-
Edit, remove address: Tap on icon … of an address and choose Edit or Delete.
-
Terms:
-
Shipping Terms
-
Payment Terms
-
Payment Methods
-
-
Note
-
Summary:
-
Discount (% or amount)
-
Tax (%)
-
Shipping Fee
-
ATALINK will automatically calculate the Grand Total of your order.
Step 4: Tap on Create to finish.
-
Your Purchase Order will be saved as a Draft first, this allows you to review and update your order before you send it to your vendor.
-
When your order is ready to be sent, tap on icon … of your order and choose Submit.