Prerequisites

In this guide we will focus on Purchase Order. However, before using the Purchase Order feature in Tagrain, it is advised that you create the following first:

Stores

Vendors

Product 

Steps To Create A Purchase Order 

Login to your Tagrain application. Navigate to:  Home > Inventory Transactions > Purchase Order to open the Purchase Order List View Screen. 

Purchase Order List View

Login to Tagrain and Navigate to Home > Inventory Transactions > Purchase Order. This will open the Purchase Order List View screen. All the existing Purchase Orders will be listed on this screen. Use this Purchase Order List View Screen to do the following:

View the Purchase Order 

Click on the Eye symbol to view the Purchase Order document. This document lists all the products that were requested in the Purchase Order. However, the document will NOT detail the status of individual products – whether they have been fully received or partially received.

Edit the Purchase Order 

Click on the Edit symbol to edit the Purchase Order document. You can edit the Document Date, Required Delivery Date, Product Quantity, Price, Tax Code, and Discount Type.

Receive the Purchase Order 

Click on the Cart symbol to open the Goods Receipt against a Purchase Order Screen. This screen lists the products along with descriptions requested in the Purchase Order. 

 You need to adjust the quantity that you are receiving now and click the save button to receive the products requested in the Purchase Order document. 

Click on the “Add Purchase Order” button. The “Create Purchase Order” screen would come up. The mandatory fields are marked with an (*) asterisk mark. 

Specify the Store Name. Click on the […] to pick a store from the list of available stores. In this example, we have selected Store-01 as the Store.

Specify the Purchase Order Code.

Specify the Vendor Name. Click on the […] to pick a vendor from the list of available vendors. In this example, we have selected V1001 as the vendor.

Specify the Purchase Order reference number.

Specify the Purchase Order Document Date. The application by default takes today’s date as the Purchase Order Date.

Specify the required date of delivery. You may also click on the Calendar symbol to pick a date.

Adding Products to the Purchase Order

Click on the […] to bring up the Product list.

Select a Product. In this example we have selected ITM-1, as the product.

Specify the Quantity to be purchased.

Specify the Discount Offered to the overall Purchase Order. In this example we have offered a 10% discount on the Purchase Order.

Specify the Surcharge levied on the overall Purchase Order. In this example we have offered a 10% discount on the Purchase Order.

Adding Surcharges to a Purchase Order

To add the Surcharge applied, you need to click on the little Truck symbol next to surcharge. The Surcharge screen will come up.

You can choose to apply a surcharge from the available list. It can be applied in amount or as a percentage. Other Surcharge types would be listed on the screen as well.

In this example we have levied a shipping surcharge of 5% on the Purchase Order.

Click OK once done, to return to the Create Purchase Order screen. The filled in Purchase Order will look something like the image below. Click the Save button to finalize the Purchase Order.

Click the “Save” button to generate the Purchase Order. Upon clicking the “Save” button the Purchase Order receipt is generated which can also be printed for the records. 

The filled in Purchase Order will look something like the image below. Click the Save button to finalize the Purchase Order.