Purchase Orders is one of the essential tools of the Inventory Management option in Alto’s POS. Here you can create purchase orders and save them for future use. Alto’s POS allows you to save supplier information in the system, which can be used to send orders directly to your suppliers with the list of products you expect to receive.
Suppliers
- From the Back Office interface go to Inventory > Suppliers > and tap the (+) button to add a new supplier.
2. In the ‘Add Supplier’ form, fill in the necessary fields. Supplier’s name should be unique to prevent mistakes when creating purchase orders. All additional supplier information will be used to create Purchase orders. Tap Save to create the new supplier profile.
3. After you have input all your supplier profiles into the system, you can move on to create Purchase orders.
Creating Purchase orders
- From the Back Office interface go to Inventory > Purchase Orders > and tap the (+) button to create a new purchase order.
2. In the Purchase Order form, choose a supplier from the list of pre-entered list of suppliers. Choose at which of your business locations you wish your order to be delivered. You can set the delivery date in the ‘Expected on’ field. Also, you can add a note to your order for the supplier.
3. Next, below the Products block, go to the Item section and tap on the green (+) icon. In the search field, type in the name, SKU or barcode of the item you wish to add to your order list.
4. Or from the Products block, tap ‘Autofill’ to choose ‘All items from the supplier’.
5. Go to column ‘Quantity’ to enter the amount you want to order. The ‘Incoming’ column shows the expected quantity of products to be received based on the existing purchase orders made previously, but not yet been delivered.
6. Tap the Quantity field of an item to enter the necessary amount and tap Done.
7. Tap on the green (+) icon in the ‘Additional Cost’ section to add other additional spendings.
8. After you have prepared a list of items for order, you can tap Save as Draft for further corrections. Or tap on the Create button to add your purchase order.
9. Now your new purchase order has been added to your list of Purchase Orders.
10. Tap on the order from the list to view its details.
11. Tap on the vertical ellipsis (⋮) on the top right corner of the Purchase order details window. Tap Send from the drop-down menu to send your purchase order to the supplier. There are additional operations available in the drop-down menu.
12. Enter Supplier’s email address and tap the ‘Send’ button. Now, you have sent your purchase order as an attachment to your supplier.
13. To confirm a delivered order, tap the ‘Receive” button.
14. Tap ‘Mark all received’, if all ordered amounts are delivered according to the purchase order. Or go to column ‘To receive’ to input the actual amount received for each item.
15. After you are done inputting received amounts, tap the Receive button to finish.
16. Next, you will see an updated list of received items according to the delivered amount. Purchase orders have the following 4 status modes: Draft, Pending, Partial and Closed.
