Purchase Order Module

Introduction

Purchasing important materials for manufacturing a product is termed as purchase orders, which is also kept as a documentation for keeping a track of the all purchased material. It is considered as a commercial source document that is often issued by a company in the time of buying materials from vendors. Tactic helps the users in managing the purchase orders at a single space without having to face much complexity. Purchase orders are the orders that the company place while buying materials from their vendors. Management of the purchase orders can be performed effectively with the help of Tactic.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step.

Creation of a purchase order

Purchase orders can be created from the Commerce Module. The third section in Tactic Commerce area is associated with creation and management of purchase orders. The option of New purchase order need to be chosen for creating a new purchase orders. This module also provides a list view of the purchase orders for making it easier for the users, the statuses of purchase orders can be changed from Draft to validated, approved, ordered, partially received, cancelled and refused.

Life cycle of a purchase order

The life cycle of purchase orders are same as other modules. This module has some stages, draft, validated, ordered, received completely/received partially, cancelled and refused. The draft status signifies that the order is incomplete or it does not exists yet. Validated status means the order is ready to be placed. Ordered to vendor signifies the order has been placed. Received completed/partially is quite self-explanatory so are cancelled and refused.

Closing a purchase order

A purchase order is closed when the users received the order completely or partially. However, the users need to enter the receipts in the order form to close the purchase orders.

Modifying a purchase order

Modification of a purchase order can be performed by clicking on the Modify option from the order form. However, an order can only be modified when it is still in its draft state.

Deleting a purchase order

A purchase order can only be deleted if it is still in the draft status. After validating a purchase order it cannot be deleted. Upon deleting a purchase order, all the data related to the order will be deleted as well. Hence, the users need to be extra careful while using the delete option as a deleted order cannot be recovered.