Learn how to use the Central Purchase [Beta] Screen

Central Purchase [Beta] Screen is a simplified version of Central Purchase Screen where the screen was optimized to suit the modern UI experience and simplicity.

Below are the steps to create a PO from the Central Purchase [Beta] Screen:

Step 1: Go to BPM > Purchase Management > Central Purchase > Central Purchase [Beta] Screen

*** Note: Select the filters for the desired output.

 

Step 2: Search or select the Outlet Name or Outlet ID. Choose as per your need.

Step 3: Choose the Item Type as All / Indent / Reorder / None.

Step 4: Select the desired category if you want to filter the items based on that.

Step 5: Select the desired Supplier Name from the list.

Step 6: Click on the "Apply" button.

***Note: If any Open PO item is there, it will prompt.

Step 7: Put the QUANTITY, COST, SELLING, MRP.

Step 8: Click on the Delete button to remove the unwanted or non-required items from the list.

Step 8: Click on the "Save & Send" or the "Hold for approval" button based on your need.

***Note: If you click on the "Hold for approval" button, you need to approve it from the Central Purchase - Approval screen.

Path: Go to BPM > Purchase Management > Central Purchase > Central Purchase - Approval

 

Step 9: Put the Terms and Conditions and click on the Submit button.

 

Step 10: Click on the OK button in the Print dialog box.

***Note: Check out the below screenshot for the sample PO print format.

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