Purchases

Objective

Make orders from supplier

Inputs

• PO Number* (auto increment number by default)

• Location*

• Date Created (Current Date)

• Tax Rule (Set the default tax rule for add products)

*Required field

Overview

• All Possible Status:

  • DRAFT (Local changes)
  • IN PROGRESS
  • IN TRANSIT
  • PARTIALLY RECEIVED
  • RECEIVED
  • VOIDED

• VOID

• Should not exists inv_receiving_po.

• START

  • Update Status to IN PROGRESS
  • Validate that all Product Qty should be greater then 0
  • Update Stock Movement ON_ORDER qty from Purchases qty

• RECEIVE

  • Redirect and create new receiving (draft) form with this PO selected

Shipment Info

• CONFIRM SHIPMENT
  • Decrease ON_ORDER qty and increase IN_TRANSIT qty
  • (Send warning if no tracking number?)

Payment Info

• CONFIRM PAYMENT
  • Some sort of Xero accounting results?
  • Show PO as payed
  • alert if status not payed near invoice due date?

Editing Rules/Fields

• It is only possible to edit the purchase when it is in draft

• On the Purchases detail:

• Qty Receiving (Label only)

• Receiving data (Label only)

• Qty

• Price

• Discount

• Total (Tax, Qty, Discount, Price)

• Ref?

• PAYMENT INFO

• SHIPMENT & DELIVERY INFO

• ETA Based on supplier lead time (or supplier product lead time if available)

Clone

Clone the PO with all details in DRAFT

Upload Details

Purchase import from xlx.

Future Changes

• Bin Removal

Flow

Status

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