Set user rights to enable this functionality.

Requests for Quotation (PO00008) with one order line.

Requests for Quotation (PO00009) with one order line.

Select Two or More RFQ and click Merge Purchase Orders

In Merge purchase Orders wizard, Select vendor and if you want to create new purchase order then don't select purchase order. if you want to merge in existing purchase order then select purchase order. and choose cancel, remove or do nothing options.if you choose cancel then other purchase orders cancelled, if you choose remove then other purchase orders deleted and if you choose do nothing then other purchase orders stay as it is.

new and cancelled purchase order shown in tree view.

New generated purchase order looks like below.

Error Message gived if your select any purchase order which are not in RFQ State.

Error Message gived if you select only one RFQ.

Our PO/RFQ in the "RFQ Sent" State.

Our other PO/RFQ in the "RFQ" State.

Now we merge PO/RFQ that state is the "RFQ" & "RFQ Sent" State.

In Merge purchase Orders wizard, Select vendor and if you want to create new purchase order then don't select purchase order. if you want to merge in existing purchase order then select purchase order. and choose cancel, remove or do nothing options.if you choose cancel then other purchase orders cancelled, if you choose remove then other purchase orders deleted and if you choose do nothing then other purchase orders stay as it is.

Merge purchase order with selected option, list view of new and cancelled purchase order.

New generated purchase order looks like below.

It shows an alert if your selected PO/RFQ that state is not the "RFQ" & "RFQ Sent" State.

It shows an alert if you try to merge a single PO/RFQ.

Select the records from the list view and then archive/unarchive from "Action".

Now we archive record from the form view.

It generates a popup for that, click "Ok" to archive the record.

You can unarchive that archived record from the form view.

Tick the "Purchase Cancel Feature" to cancel created purchase orders.

When you want to cancel a purchase order only then choose the "Cancel Only" option.

We create a purchase order and then cancel created purchase order.

When you cancel a purchase order then the purchase order is cancelled and the state is changed to "cancelled".

When you want to cancel a purchase order and reset to the draft state tick "Cancel and Reset to Draft".

If you want to cancel purchase orders, receipt & bill then you can choose both options "Cancel Receipt" & "Cancel Bill and Payment".

Now we create purchase order, receipt & bill.

Now we cancel purchase order so After canceling the purchase order it reset to the draft.

Our receipt is also reset to the draft.

Our bill is also reset to the draft.

When you want to cancel & delete a purchase order then choose the "Cancel and Delete" option.

If you want to cancel purchase orders, receipts & bill then you can choose both options "Cancel Receipt" & "Cancel Bill and Payment".

Now we create purchase order and then we cancel created purchase order.

After the "Cancel" the purchase order our purchase order will be deleted.

Now we cancel multiple purchase orders from the tree view.

All selected purchase orders are cancelled.

Now we "cancel & reset draft" multiple purchase orders from the tree view.

All selected purchase orders are cancelled and reset to the draft.

Now we "cancel & delete" multiple purchase orders from the tree view.

All purchase orders will be deleted after cancelled.

Set user rights to enable this functionality.

Go to configuration select "Purchase Custom Checklist".

Write the name and description of the checklist.

Open timesheet, you can Complete, Cancel & Delete checklist.

In the Requst For Quotation list view, you can see a checklist progress bar.

In the Purchase Order list view, you can see a checklist progress bar.

In the Purchase Order kanban view, you can see a checklist progress bar with a percentage.

You can filter the completed and uncompleted checklist.

Go to the "Configuration" => Purchase Custom Checklist Template.

Now we create a purchase checklist template, checklist template form view looks like this.

Purchase checklist template list view looks like this.

Now we fill the checklist by selecting the checklist template.

When we select checklist template, it adds a record by default.

Import checklist menu.

Import checklist wizard, select file type & upload file. You can download sample sheet from here.

Click apply after the file is uploaded.

Success message looks like below it's shows successfully imported records.

Following checklists are imported.

Set user rights to enable this functionality.

Goto Report Template.

Define Report Name and Edit Report Template Border.

Write the Report Section Data Using Text.

Customize the Report Section Data Using HTML.

Print Report In Three Different Types of Format.

Print Report Without company name and address "Report Template Basic".

Print Report With company name "Report Template Internal".

Print Report With company name and address "Report Template".

For example like Terms and condition report.

For example Offer letter.

Tick the "Access Purchase Order Document" group.

Now go to the purchase order/request for quotation and attach the document.

You can see the document without download using the document smart button.

After press on the document smart button, it opens the document kanban view.

In the document form view tick, the "Expiry Date Notify?" to get expiry date email notification.

You can see the document without download that document.

You can send email notifications to multiple employees using the "Notify Email" option.

You can send the notification manually by modifying scheduled actions.

Manually sends email notifications without scheduled actions.

The email notification form view looks like this, you can see the document from here.

You can send multiple employee emails manually also.

Tick the "Notify Vendor" to send document expiry notification to the vendor only.

Email notification list view.

Email notification form view, you can also see the document from here.

You have to tick "Expiry Date Notify?" to get an email notification on the expiry date.

Tick/untick "On Expiry Date Notification" to enable/disable email notification on the expiry date.

It sends email notifications based on the configuration.

The email notification form view looks like this.

The email notification kanban view looks like this.

"Purchase Order Excel Report" menu, select order from list view which you want to merge or download excel report.

After that, download excel file wizard screen opens. Press the "Download Xls" to download.

Now this popup opens, press the "Purchase Order Merge Excel Report" button.

The excel report file with different purchase order sheet wise.

"Purchase Quotation Excel Report" menu, select order from list view which you want to merge or download excel report.

After that, download excel file wizard screen opens. Press the "Download Xls" to download.

Now this popup opens, press the "Purchase Quotation Merge Excel Report" button.

The excel report file with different RFQ/PO sheet wise.

Set user rights to enable this functionality.

In Search Products Settings, Select product fields and attributes that you want to search

You can select product template and product fields as you want.

'Select Products Advance' button in RFQ/Purchase Order Form View.

When you click 'Select Products Advance' button, wizard will open that looks like below. Wizard contains all the fields and attribute that you selected in settings, related comparison operators and Filter button, Reset button.

When you click 'Select List' or 'Select Specific' button in wizard, All the products and it's qty automatic add in purchase order line from List or Specific tab of wizard.

Set User rights to allow add custom field.

Click on "Add Custom Field" to add new field inside purchase order form.

Assign Field Id, Label, Type,Position Field Name, Position,Field Help,Set Required or not,field copy or not, and Set Field Access Rights group wise into Pop Up and click on "Create Field" button.

Date field created, set to Required True.

Date field added to the purchase order, must select date to save order.

Char field with widget "phone" set.

Char field added to purchase order.

Char field with widget "url" set.

Char field added to purchase order, enter your Website URL. On click will redirect to that URL.

Many to many field with select appropriate model and "Tags" widget. Field Access Rights given to the "Administration" group.

Select value from selected model, "Administrator" can see that field.

"User" not having that group can not see that field.

Many to one field with select model and widget set to "selection".

Many to one field set on purchase order, select value from model.

From purchase order custom field on "Delete" action custom field can be deleted.

Custom field created for purchase order.

Many to many: Binary widget added (Binary widget useful to give more than 1 one attachements).

Float: Float time widget added to track time (hours:minutes).

Text: Html widget added which will be useful to get html interface on text field.

Priority: This feature added to add priority view.

Radio: Radio widget which will be useful to get user interface on selection field.

Tracking: This feature added for all the fields. It will be useful to track values on chatter. if any value change than you can get it very easily.

Domain Many2many: This feature added for many2many fields. this will help you to filter records of selected model. lets say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.

After you click "Add filter" button, it will show you as like below,Add Domain as shown below.

Many2many field output look like below.

Domain Many to one: This feature added for many2one fields. this will help you to show records of selected model. lets say you have selected contacts model and you want to show only contact of management department. so you can easily do using this feature.

After you click "Add filter" button, it will show you as like below,Add Domain as shown below.

Many2one field output look like below.

Checkboxes: This feature added to select multiple values from model. in this you wil see all options with tickbox. you can tick multiple items.

'Add Custom Tab' Button in Purchase Order form view.

After click that button one wizard will popup. where you can set tab name, label, groups, tab, and position and click 'Create Tab'.

'Extra Info' Tab is created.

For adding the field in custom tab click 'Add custom field' and add field name, label, type, tab(Extra Info) and click 'Create field'.

The custom field 'Purchase Order Reference Number' is created.

'Purchase Custom Field' Menu in Configuration where you can see the list of the custom Fields.

'Purchase Custom Tab' menu in the configuration. where you can see the list of custom Tab.

Set user rights to enable this functionality.

Only Confirmed last 5 purchase Order Line's Product List of selected vendor.

On "Reorder" button click, that order placed on Order Line.

On "All Lines Reorder" button click, all selected lines from order history placed on Order Line on single click.

Selected line from order history again placed in new Order.

You can display the last confirmed order display limit.

Set user rights to enable this functionality.

Inside purchase settings set Item limit given as the number of record display inside product "Purchase Price History".On based on select "Order Confirm" to show record only from confirm purchase order, select "Done (Locked)" to show record only from the locked purchase order, if both options selected shows record only from confirm purchase order and locked purchase order."

Inside Products in new tab "Purchase Price History" purchase order history of that product available as per item limit and record selection given.

Inside Product Variant in new tab "Purchase Price History" show only record of that variant only.

Goto RFQ => Select RFQ Template.

For example RFQ PDF report with Terms and conditions.

Goto Purchase Order => Select Purchase Order Template (also in RFQ).

For example Purchase order PDF report with product brochure.

Set user rights to enable this functionality.

Create Template and choose your product and set price, description, order quantity, unit price,discount and UoM as per requirement.

Product Template that are set Active, available in Purchases.

Choose from Active Product Template.

Products from selected Active Template are added in purchase order line.

Set user rights to enable this functionality.

Go to the "Configuration" => "Purchase Tag".

Purchase tags list view, here you can create tags.

Purchase Order/RFQ list view with tags.

Purchase Order/RFQ form view with tags.

You can filter the Purchase Order/RFQ with tags.

Purchase Order/RFQ kanban view with tags.

You can search tags from the search view in the RFQ.

The search tags result in the RFQ.

You can enable/disable tags fields in the RFQ tree view.

You can search tags from the search view in the purchase order.

The search tags result in the purchase order.

You can enable/disable tags fields in the purchase order tree view.

Update mass tags access rights.

Select tags from the list view and click "Update Mass Tag".

After that one wizard opens, select update method and tags then press the "Done" button to update tags.

Set user rights to enable this functionality.

In "User", enable the "Purchase Whatsapp Feature" option.

Set the signature in the message,
1) Go to Preferences.

2) Add Signature.

The user has one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu. This menu will be visible when the user has the SWQ group enable.

This page will open by clicking the WhatsApp Number menu and fill the detail and click send.

After clicking the send button you will see this WhatsApp confirmation page.

This is the output shown in the WhatsApp messenger.

'Send By Whatsapp' in the Purchase Order.

After click 'Send By Whatsapp' this wizard will appear. Where you can edit message.

After click 'Send' this wizard will appear. This wizard for confirmation by whatsapp.

This is the output after the click sends button.

'Send By Whatsapp Direct' in the Purchase Order.

This is the output after the click sends button.

You can track send message on whatsapp activity in chatter also.

Tick the "Send Report URL in message" tickbox to send the purchase report URL in WhatsApp.

Select the recipient and edit Message and click send.

This is the output after the click sends a button.

After clicking on the URL, you can see or download that document.

"Purchase Order" configuration set to true for digital signature with details available in purchase order form view and report.

You can add digital signature details here.

Purchase order form view, you can print the report from here.

Purchase order report with a digital signature and other information.

In the settings, tick the tickbox "Disable to add followers by confirm RFQ" to restrict the vendors automatically added as followers.

Now, confirm the RFQ and create purchase order.

In the follower's list vendors are not added as the followers in the purchase order.

In the settings, tick the tickbox "Disable to add followers by send by email" to restrict the vendors automatically added as followers.

We press "Send By Email".

Now we send the email, you can see the recipient's/vendor's name.

In the follower's list vendors not add as the followers.

In the settings tick the tickbox "Disable to add purchase representative as followers" to restrict the purchase representative automatically added as followers.

Now, create purchase order.

In the follower's list purchase representative not add as the followers.

Tick the "Enable Purchase Revisions" group to create a revision of the cancelled purchase order/request for quotation.

Press the button "Purchase Order Revisions".

Now revision of purchase order/request for quotation is created. You can see created revisions from the "Purchase Revision" smart button.

Created revisions list view.

Created revisions form view, You can edit the revised RFQ/PO. You can see the source document of the created revision.

Tick the "Manage Chatter History".

Chatter with all history.

Purchase order smart button in the revision form view.

Enable "Discount On Purchase Lines".

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Now we apply a discount on the order line.

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Applied discount on the bill.

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You can print the applied discount in the reports.

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First you need to tick "Import purchase Order" group in order to import purchase order

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"Import Purchase Order" menu in purchase

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When you click "Import Purchase Order" menu, wizard will open that looks like below

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Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.

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following fields are imported.

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Tick "Enable Purchase Receipt Report".

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Purchase order receipt and request for quotation receipt menu.

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Request for quotation/Purchase Order receipt report.

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