======================================================
Purchase Orders
======================================================

About
======
A Purchase Order (PO) is a formal document sent to a vendor to request the purchase of goods or services under agreed conditions such as quantity, price, delivery date, and terms.

Menu Path
==========

To access the menu, go to :menuselection:`Purchase --> Orders --> Purchase Orders`

List View
==========

.. image:: image/list_view_po.png

Form View
==========

.. image:: image/form_view_po.png

Workflow of Creating Purchase Order (PO):
==========================================

Step 1:  Login with User ID.  For demonstration purpose, logged in with purchase@prashantisarees.com (Stephenraj) and click on `New` button for creating new PO.

.. image:: image/1click_new_for_po.png

Step 2:  Enter Vendor Name, select `Purchased For` which store, select `Purchase Type` for whom should approve the PO, then add Product, enter Quantity, and save.

.. image:: image/2enter_details_po.png

.. image:: image/3after_details_save.png

.. image:: image/4enter_product_details_save.png
 
Step 3:  Give `Confirm`, the PO status goes to `To Approve` state which should be approved by the Purchase Approver.

.. image:: image/5confirm_order.png

.. image:: image/6status_goes_toapprove.png

Step 4:  Log in with `Purchase Manager` (swetha@wedtree.com) to approve the PO.  Open the PO in RFQ state.

.. image:: image/7login_manager_toapprove.png

Step 5:  `Approve` the PO.  The status goes to `Locked` state.

.. image:: image/8approve_po.png

Step 6:  Go to `Receipt` generated.

.. image:: image/9click_receipt.png

Step 7:  `Validate` the receipt.

.. image:: image/10validate_receipt.png

Step 8:  The status goes to `Done` state.

.. image:: image/11po_goes_donestate.png

Demo Video for creating PO:
===========================

.. video:: video/demo_video_tocreate_po.mp4
   :width: 650
   :align: left 


Creating Bill for the Vendor:
==============================

After validating the PO by clicking `Validate` button and the status goes to `Done` state, open that PO and it shows a `Create Bill` button.  Click on that and it creates the bill for the Vendor.

.. image:: image/12create_bill.png

.. image:: image/13.vendorbill.png

This bill goes to the **Accounting** team and they will process the payment.

Creating Backorder:
===================

A Backorder in Purchase Module is a follow-up delivery order automatically created when a vendor delivers only a partial quantity of the products specified in a Purchase Order (PO).

*  Follow the steps from 1 to 5 as above.  After Approving the PO, the `Receipt` is generated.

.. image:: image/1open_receipt_bo.png

* Go to Receipt, enter the received quantity less than the ordered quantity and save it.

.. image:: image/2enter_received_quantity_validate.png

* Click on `Validate` button, it shows the window to create back order or not.

.. image:: image/3shows_create_backorder.png

* On giving `create back order` it automatically creates the back order for remaining quantity and the status goes to `Done` state.  If no back order is required, then click on `No Backorder` and the status goes to `Done` state without creating any backorder.

.. image:: image/4validate_status_done.png

*  Go to PO again.

.. image:: image/5goto_po_again.png

*  There are two Receipts generated one in `Ready` state and one in `Done` state. 

.. image:: image/6clickon_receipts_with2receipts.png

*  Open Receipt in `Ready` state.

.. image:: image/7open_receipt_in_readystate.png

*  Give `Validate` and the back order goes to `Done` state.

.. image:: image/82ndreceipt_goes_done.png

*  Now, both the Receipts are in `Done` state.

.. image:: image/9both_receipts_in_done.png

Demo Video for creating Back Order:
===================================

.. video:: video/demo_video_backorder.mp4
   :width: 650
   :align: left 


Return Process in Purchase Module:
===================================

The return process is the method of sending purchased goods back to the vendor when they are damaged, incorrect, or not needed.

*  Open `Receipt` of PO received.

.. image:: image/1open_receipt_of_po.png

*  Click on `Return` to return products.

.. image:: image/2click_return_button.png

*  It opens `Reverse Transfer` window and click `Return` button to return all products.

.. image:: image/3click_again_return.png

*  Then, click on `Validate` button.

.. image:: image/4validate_return.png

*  The status goes to `Done` state.

.. image:: image/5status_done.png

*  Go to PO again.

.. image:: image/6goto_po_again.png

*   There will be two Receipts generated.  One was the Receipt when receiving the products from the Vendor and another one is now returning the products.

.. image:: image/7two_receipts.png

*  Go to PO again, there will be a `Create Bill` button to create Bill. *Vendor Credit Note* will be generated.  This will be confirmed in *Accounting* module.

.. image:: image/8vendor_credit_note_generated.png

Demo Video for Return Process:
===================================

.. video:: video/demo_video_for_return_process.mp4
   :width: 650
   :align: left 

Workflow of Job work
====================

Process
~~~~~~~~~~
Purchase some plain sarees from one vendor and send them to another vendor for some printing work.  Then, purchase those sarees from that vendor by another saree name.  This is the Job Work done in Prashanti.  For that, both plain saree and finished saree are created in `Products` master and should be marked as *Resupply Subcontractor on Order*.

Log in with user ID:

Go to :menuselection:`Purchase --> Products --> Products`

Step 1:  Select Products
=========================

Go to the **Inventory** tab in the product form.

Select the checkbox: **Resupply Subcontractor on Order**.

.. image:: image/product1.png

Here also, select the **Resupply Subcontractor on Order** checkbox.

.. image:: image/product2.png

Step 2:  Create Bills of Materials.
===================================

To create Bills of Materials, see :ref:`bills_of_materials`

Step 3: Job Work:
=================

*  Create PO to purchase products after the Job Work from the Job Work Vendor.  Enter Vendor name (Job Work By Prashanti), Purchase Type.

.. image:: image/1po_from_jobwork.png

*  Enter the Product name given after Job Work.  Enter Quantity then save and Confirm Order.  The status goes to `To Approve`.

.. image:: image/2po_from_jobwork_full.png

*  This PO should be approved by the Manager.

.. image:: image/3po_toapprove_by_manager.png

*  Login with Manager ID, select RFQ in `To Approve` state.

.. image:: image/4select_rfq_toapprove.png

*  Click on `Approve` button.

.. image:: image/5approve_rfq.png

*  After `Approve`, `Resupply` and `Receipt` button shows above.  Open `Resupply` button.

.. image:: image/6goto_resupply.png

*  Enter `Source Location` and click on `Stock Move Line`. 

.. image:: image/8open_stockmoveline.png

*  Here click on `Add Line`.

.. image:: image/9click_addline.png

*  Add one by one the first product we sent for Job Work.

.. image:: image/10select_onebyone_product.png

*  Select all products sent for Job Work.

.. image:: image/11select_all_products.png

*  Then `Save` it.

.. image:: image/12then_save.png

*  Now, `Validate` the Resupply.

.. image:: image/13validate_resupply.png

*  Then click on `Receipt` button.

.. image:: image/14_goto_receipt.png

*  Open Stock Move Line.

.. image:: image/15open_stockmoveline.png

*  Here, it shows the new Product with old product in `Components` with Lots/Serial Number.

.. image:: image/16shows_productold.png

*  `Validate` the `Receipt` by entering the `Destination Location` and the status goes to `Done` state.

.. image:: image/17open_subcontracting.png

*  Open `subcontracting`, it shows the new product with raw material for that product.

.. image:: image/18shows_rawmat_for_final.png

Demo Video for Job Work Part 1:
===============================

.. video:: video/part1_jobwork.mp4
   :width: 650
   :align: left 


Part 2:
=======
.. video:: video/part2_jobwork.mp4
   :width: 650
   :align: left