How do I create a purchase order from a product?

Follow these steps to generate a Purchase Order:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to the Inventory > Products. The Products page opens.
4. Select and click to open a record. The record Summary View opens.
5. Click More.
6. Go to the Add or Link section
7. Select Purchase Orders. A Creating Purchase Order window opens.
8. Enter or select the following information:
   1. Item Details: Enter general information about the item, such as item number, date, and status.
   2. Purchase Order Details: Enter information about the purchase order, including vendor, items, and order status.
   3. Address Details: Enter the billing and shipping addresses for the quote.
   4. Terms & Conditions: Define payment terms, validity, and other conditions related to the quote.
   5. Description Details: Enter any additional notes or descriptions relevant to the quote.
   6. Tally Information: Enter accounting details synced with Tally.
9. Click Save.

The linked PO will be seen in the Purchase Order widget in the Summary View of the product record.

To learn more about Product, click here.