Overview
Actions
| Field name | Description |
| Print template | Print template allows user to print or download the invoice |
| Void | This template allows user to nullify the order |
+ – This widget allows user to create GRN for the order.
This section contains the basic details of the Purchase order
| Field name | Description |
| Credit Limit | Credit Limit given by the vendor to the Customer without Approval by Concerned Manager |
| Avail Limit | Available Credit Limit is shown here, If the credit crosses the limit, it will show as negative (-) balance |
| Due | Total Invoice Amount to be paid by the Customer |
| Over Due | If the Amount to be paid crosses payment term duration, it will show as Over Due. |
| Clearance | Amount given by the customer but not confirmed by the Accounts Department and Cheques deposited in banks but not confirmed by the banks waiting for Clearance. |
| Credits | Customer Obtaining the goods or services before the payment and payment is done in the future. |
| Avg Invoice Clearance | The average clearance amount for the invoice. Amount given by the customer but not confirmed by the Accounts Department and Cheques deposited in banks but not confirmed by the banks waiting for Clearance. |
| Bounce Cheques
|
Cheques bounced due to issues in dates and funds in customer account |
| Total Pending Amount | Total pending amount of the order |
| Avg payments Amount | The average amount to be paid by the customer |
| Total Pending Quantity | Total amount of the quantity of pending order items |
| Avg payment days | Average payment days by which the payment needs to be made |
| Avg Invoices days | The average payment span states the date on which the invoice amount is to be paid and any discounts that may apply to early payment |
| Avg invoices amount | Average of Invoices amounts to be paid by the customer |
| No. Of Pending Orders | Displays the total number of pending orders |
| Description | Comments or short notes about the Purchase order is displayed |
Details
This section contains all the details about the Purchase order.
| Field name | Description |
| Order No. | Displays the order number |
| Order date | Date on which Purchase order is placed |
| Order Mode | Displays priority of the Purchase order delivery |
| Future order | The order is scheduled at regular intervals of delivery date |
| Expected Delivery Date | Delivery date of the Purchase order |
| Purchased by | System automatically loads name of the purchase manager |
| Payment type | Payment mode of the transaction like cash payments, cheque, credit, debit, online payments, and others |
| Amount | Amount paid for the purchase order |
| Contact name | Contact person name is displayed |
| LoB | Line of Business segment (LoB) of the Purchase order items |
| Proposed delivery date | Delivery date of the Purchase order |
| Ref No. | Reference number associated with the Purchase order |
| Ref date | Reference date of the Purchase order |
| Payment term | Number of days in which a payment is due. Payment terms indicate when and how payments need to be made |
| Priority Order | Displays priority of the Purchase order delivery, whether the order is prior in delivery of the current order from others. |
| Filed name | Description |
| Ordered | Quantity of the items ordered |
| Delivered | Displays total quantity of items delivered |
| Invoiced | Quantity of items invoiced of an order |
| Invoiced return | Displays the returned invoices of the orders |
| Delivered return | Order items returned after delivery |
Items
This section shows the detailed summary of the items ordered.
User can also add items by clicking on the ADD (+) option.
| Field name | Description |
| Item name | Displays name of the order items |
| Quantity | Quantity of items ordered |
| SKU | Displays SKU code of the item. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Invoiced qty | Displays quantity of invoiced items of an order |
| Pieces | When users enable “pieces” users can provide item details in pieces. |
| Cartons | Default quantity item quantity can be viewed in cartons |
User can click on Add Items to select Items
| Field name | Description |
| Item name | Select item name from the list |
| Quantity | Select quantity of items by selecting number of Cartons and Pieces |
| Item details | Select the quantity of items by selecting number of cartons and Pieces |
| Cartons | Default item quantity can be viewed in cartons |
| Pieces | When users enable “pieces”, it can provide item details in pieces |
Order Value summary
The details about the Order summary is shown here.
| Field name | Description |
| Gross Amount | Total amount with Taxes added |
| Discount | Total discount value given on the item. The “Discount on Items” value is loaded automatically. |
| Total Tax amount | Total tax amount for the invoice |
| Assess able amount | Assessed amount of the order |
| Scrap discount amount | Discount amount applied to the order items |
| Net Total | Total amount of the order items |
Address Details
This section contains addresses of billing, sales, and the delivery address of the Order
| Field name | Description |
| Delivery Address | Delivery address of the order |
| Delivery from | Delivery from address of the order |
| Sold By | Seller address |
| Billing address | Billing address of the order |
Transactions
| Delivery Challans | Contains DC Number, order items, quantity, delivery date, shipper name, and current status |
| Invoice Details | |
| Invoice No | Displays invoice number of the order |
| Invoice Quantity | Number of invoices created for the orders |
| Invoice Date | Date when an invoice is created for the order |
| Total Amount | Total amount of the invoice |
| Ref No | Reference number of the invoice |
| Adjust order quantity | This section allows user to add or delete items of the order. By enabling Show Item Wise checkbox, displays items and user can select items in the required manner for amount adjustment. And by clicking Adjust Order amount will be adjusted on the selected items. |
Activity
| Field name | Field Description |
| Comments | User can write short notes or comments about the Purchase order |
| Audit | |
| Created Date | Date when the Purchase order is created |
| Created By | Name of the person who created the Purchase order |
| Last Updated Date | Last stage changed of the Purchase order |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the Purchase order |
| Time-Line | This widget tracks all the activities within the app. |
Activity