Getting Started

This guide walks you through managing purchase orders in the Procurement module.

Prerequisites

Before you begin, ensure you have:

• Access credentials provided by your administrator
• Products set up in SimplePIM
• Supplier information ready

First Steps

1. Access Purchase Orders

Navigate to Purchase Orders from the sidebar. This opens the purchase order management view where you can:

• View all purchase orders
• Create new orders
• Track order status
• Manage order details

2. Understanding the Order List

The purchase order list displays:

3. Order Statuses

Purchase orders have these statuses:

Creating a Purchase Order

Step-by-Step

1. Click Add Order
2. Enter order header:
   • Order Number: Unique PO identifier
   • Supplier: Supplier name
   • Order Date: When PO created
   • Delivery Date: Expected delivery
3. Add order lines:
   • Select product
   • Enter quantity
   • Set unit price
4. Add batch information (optional):
   • Supplier lot code
   • Best-before date
5. Save the order

Order Lines

For each product ordered:

Batch Information

For traceability, record:

• Supplier Lot Code: Vendor's batch identifier
• Best Before Date: Expiration date from supplier

Managing Orders

Viewing Order Details

1. Click on an order in the list
2. View complete order information
3. See all order lines
4. Check batch information

Updating Status

When goods are received:

1. Open order details
2. Update status to Received or Partial
3. Record receipt information
4. System updates inventory

Next Steps

Once you understand the basics:

• Learn about order details
• Understand batch tracking
• Print receiving labels