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How do I create a Purchase Order?

Steps

  1. Open “Purchase Order” from the menu.
  2. Create a new purchase order.
  3. In the field Delivery from enter a part of the business partner name or number.

    Note 1: Hit SPACE to see all available partners.

    Note 2: Select one of the shown options with the mouse or

  4. metasfresh saves the progress automatically.

Add new lines

  1. Go to the tab “PO Line” at the bottom of the page and click “Batch Entry” to open the fast order line input.

    Note: Use shortcut Ctrl + Q

  2. In the field Product, enter a part of the product name or number and click on one of the results.

    Note 1: Hit SPACE to see all available products.

    Note 2: Select one of the shown options with the mouse or

  3. Enter a Quantity.

    Note: Use the mouse or TAB key to go to the field

  4. Hit ENTER to add the line to the order.

    Note: Repeat steps 2 to 4 until you have registered all order items.

Complete invoice

  1. Complete the invoice.
  2. Open the PDF preview.

Example


Zur Quelldatei auf github.com