In Artintech ERP, the Purchase Order feature is designed to help you formalize and streamline your purchasing process. The Purchase Order is more than just a document; it’s a binding agreement between a buyer and a seller that outlines the specifics of a transaction, including payment terms, quantities, and delivery details. By the end of this lesson, you’ll be able to navigate the Purchase Order List, create new POs, and manage them effectively within the system.
Step 1: Navigate to the Purchase Order List Section #
Start by logging into your Artintech ERP System. From the menu, Scroll down to the Procurement section. Click on it to navigate to the Purchase Order List under this section. Then, click on it to navigate to the Purchase Order List page.
Step 2: Review and Add Purchase Orders #
The Purchase Order List page is where you will see the history of your orders, and you can review specific orders using the search bar at the top. To add a new one, click the plus button on the upper right corner to navigate to the Purchase Order Detail page.
Step 3: Fill in Order Details #
Fill in all the necessary information such as PO Number, PO Date, Supplier, Shipping Address, Payment Term, Incoterms,…
You can write notes about the order in the Notes Box.
New Button in the Attachment Box allows you to attach files related to the order.
You can export this data as a PDF file, and you can also export this into Excel using the PDF and Excel buttons on the right.
Step 4: Add Order Item #
You can add items to the Purchase Order by clicking on the Add Purchase Order Item button and filling in the necessary details.
Step 5: Save the Purchase Order #
Once completed, click the Save button on the lower right to save the purchase order.
Video Tutoral #
In this short video tutorial, you will learn how to add a new Purchase Order in Artintech Software.
