How to Create and Update a Purchase Order

Description

Purchase orders carry order details, including an optional tracking number to track the order.

How to create a Purchase Order?

Step-1: Navigate

After you’ve logged into your Gorelo account, hover your cursor to the left menu bar to reveal menu labels. Click on “Assets” to expand its menu. Then click on “Requisitions.” This will open the Asset Requisition Approvals list.

Step-2: Locate your requisition request 

Locate your requisition request in the list and make sure it received all the required approvals. The button to generate Purchase Order will only become available after it has received all the approvals.

Step-3: Click on the Generate PO button

Click on the Generate PO button on the ride side of the requisition entry. This will take you the Purchase Order form. This form shows all the requested items listed in the requisition. It also has an optional Purchase Order Number field. 

Step-4: Verify

Verify that the listed items, along with their requested quantities and price are correct.

Step-5: Click on the Create Purchase Order button

Click on the CREATE PURCHASE ORDER button in Green. You can find it next PO Number field.

Congratulations! You’ve generated the Purchase Order for your request. This purchase order will be added to the Purchase Orders list and can accessed and updated from there. To update purchase order details, go to the Purchase Orders list.

How to update a Purchase Order?

Step-1: Navigate

Click on “Asset” in the left menu bar, and then click “Purchase Orders.” This will take you to the Purchase Orders list.

Step-2: Click on the pen icon

Click on the pen icon on your purchase order entry. You can find this icon in the Status Update column of the list. This will open the Purchase Order Detail page. 

Step-3: Open the “Update Purchase Order Item” form

Click on the pen icon again. This time, you can find it in the Update column of the items table. This will open the “Update Purchase Order Item” form.

Step-4: Fill in required information

Enter important information like the vendor name and expected delivery date. Without these 2 fields, you cannot mark those items as delivered. The “MARK AS DELIVERED” button will activate only after you’ve filled in both fields.

Step-5: Fill in required information

You can also add in an optional order tracking number and warranty information about the item(s). To enter warranty information, check the “WARRANTY INFO” option. This will expand the warranty information section where you can add in the information.

Step-6: Click the Update button

After you’ve filled in the form, click the “UPDATE” button at the bottom left of the form. This will update the purchase order details.

If you have any questions, concerns or confusion about this guide, our services or the app, please visit our Knowledge Base or reach out to us directly on support@gorelo.io or using the Contact Us form.

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