Home » Wiki » Service management » Create purchase orders and track detailed import history from suppliers

Create purchase orders and track detailed import history from suppliers 

Tracking detailed import history from suppliers is a part of supply chain and warehouse management. It helps you maintain control and monitor import activities, thereby ensuring that supply sources are always stable and reliable. In this article, GoSELL will guide you on how to create purchase orders and track the detailed history of imports from suppliers. 

Create purchase orders from suppliers 

Step 1: Log in to the GoSELL admin page (Link: https://admin.gosell.biz/login). 

Step 2: Select the Suppliers category, then click on Purchase Orders. 

Step 3: To create a purchase order, click on Create Purchase Order as shown in the image. 

Step 4: The administration page will display the Create Purchase Order interface. You  need to fill in the following information:  

  • Supplier name. 
  • Products information (quantity, price, tax). 
  • Payment method and amount. 
  • Cashbook (tick the box if you want to account for business results). 
  • Order information (purchase ID, destination). 
  • Notes. 

Step 5: The system will automatically calculate the amount of this purchase order based on the quantity of products to be imported. Next, check the information and add any discounts or costs to the purchase order. 

Step 6: Click Create Purchase Order to complete the process or Cancel if you don’t want to create the purchase order. 

Step 7: Finally, click Approve and Import goods if you agree with the import request.  

Note:  

  • The cost price is automatically averaged based on the quantity, the imported price entered between the imports. Below is the new cost price of the product after calculation. You can confirm to update the cost of the product. 
  • Seller can assign permissions for staffs to create purchase orders and accept them. 

Track the detailed history of imports from suppliers 

To track the history of imports from suppliers, you need to follow these steps:  

Step 1: Return to the Purchase page interface. Here, you can monitor all the purchase orders with detailed information such as: 

  • Purchase ID: the ID you created when the purchase order was made. 
  • Supplier name: the name of the entity providing the products. 
  • Branch: which branch the goods will be imported to. 
  • Status: indicates that the procurement process has been successfully completed or not.  
  • Inventory: whether the goods have been received.  
  • Total amount: the amount to be paid for the purchase order. 
  • Payment status: the payment has been completed, is pending, or has failed. 
  • Staff created: The staff who created the purchase order.  
  • Created time: The time the purchase order was created. 

   

Step 2: To find a purchase order, enter the code or the supplier’s name into the search box. 

Step 3: In case you want to view all purchase orders within a specific time duration, please click on Time Filter, select the particular time intervals, and then click Apply. 

Besides the Time Filter, the seller can also filter import orders using the following fields: 

  • Destination branch. 
  • Supplier. 
  • Staff who created the order. 
  • Order status. 
  • Payment status. 

With this guideline, you’ll easily create purchase orders and track detailed import history from suppliers. If you have any questions about the guidelines, please contact us at email [email protected].