How to Create Deliveries and Manual Purchase orders

At the end of this article you will be able to;

• Create a Purchase order
• Convert a Purchase order to a delivery
• Create a delivery without a purchase order

To create a delivery or purchase order you first must make sure you have added the suppliers that you use into HART PMS. If you have not done this please see the Adding a Supplier article.

There are two ways to create a delivery, the first option is to create and convert manual purchase orders. The second is to create delivery without a purchase order 

To create a Purchase order

Navigate to Materials > Purchase order and choose the supplier and store from the drop-down box and press save. This will then automatically fill in the ID.

Under the item window,  add the items by right-clicking and adding an entry, and choosing the item from the drop-down box. Fill in all the relevant details, by double-clicking in the unit field will bring up the unit that has been configured in the item.

Add in the quality that you are ordering, and the price. The net value, tax, tax amount, and gross value will automatically fill in once you have added the quantity and price, this is according to the set up of the item under Material > items.

Press save once you have added your item(s).

To convert a Purchase Order.

Navigate to Materials > Deliveries, enter your supplier from the drop-down box, and press the convert button, you will then see your pending Purchase orders in the pending order window. Highlight the pending order on the left-hand side and press the convert button.

You will then see that the PO order has been converted to the delivery.

Navigate to Material> Suppliers and locate the supplier and you will see this has dropped in under the invoices tab.

To create a delivery

Navigate to Materials > Deliveries and choose the supplier from the drop-down box and press save.

Under the item window, add the items by right-clicking adding an entry, and choosing the item from the drop-down box. 

Fill in all the relevant details, by double-clicking in the unit field this will bring up the unit that has been configured in the item set up.

Add in the quality that you are 

ordering, and the price. The net value, tax, tax amount, and gross value will automatically fill in once you have added the quantity and price, this is according to the set up of the item under Material > items.

Navigate to Material> Suppliers and locate the supplier and you will see this has dropped in under the invoices tab.