The Purchase Order (PO) feature in Flovix helps businesses manage and control their purchasing process efficiently. It allows you to create official purchase requests for suppliers, track ordered products, manage quantities, apply taxes or discounts, and maintain a clear record of procurement transactions.
A purchase order acts as a formal agreement between your business and a supplier. By using the Purchase Order module, organizations can maintain proper inventory planning, avoid stock shortages, and ensure that all purchases are documented within the system.
Flovix provides a structured interface where you can select suppliers, choose warehouses, add products, and calculate totals automatically. This helps businesses maintain transparency and accuracy in procurement operations.
Step-by-Step Guide to Create a Purchase Order in Flovix:
Step 1: Open the Purchase Order Module
Go to the Purchase Order section in Flovix. This section allows you to create and manage all purchase orders.
Step 2: Click on “New”
Click the New button to create a new purchase order.
Step 3: Select the Supplier
Choose the supplier from the Supplier dropdown list.
Step 4: Choose the Warehouse
Select the Warehouse where the purchased products will be stored.
Step 5: Set the Issue Date
Enter the Issue Date for the purchase order.
Step 6: Add Products
Select the Product, then specify:
• Batch number
• Unit of Measure (U/M)
• Quantity
• Price per unit
• Discount (if applicable)
The system will automatically calculate the Amount.
Step 7: Review Product Table
After adding products, review the table containing:
• Product name
• Batch
• Quantity
• Price
• Tax
• Total amount
Step 8: Enter Additional Details
Fill optional fields such as:
• Memo for internal notes
• Bill Number
• Reference Number
Step 9: Set Delivery Date
Enter the Delivery Date for the order.
Step 10: Apply Discounts and Taxes
Apply any necessary discounts or taxes. Flovix automatically updates totals.
Step 11: Review Payment Information
Select the Payment Method (for example COD) and review the Balance Due.
Step 12: Save the Purchase Order
Once all information is verified, save the purchase order to record the transaction.
Key Features of Purchase Orders:
• Supplier Management – Select suppliers directly from the system database.
• Warehouse Selection – Assign products to a specific warehouse for stock management.
• Product Entry System – Add multiple products with quantity, price, tax, and discounts.
• Batch Tracking – Track product batches when necessary.
• Automated Calculations – Subtotals, taxes, and totals are automatically calculated.
• Payment Options – Manage payment methods such as COD or other payment types.
• Delivery Tracking – Set delivery dates for expected product arrival.
• Reference Tracking – Maintain bill numbers and reference numbers for records.
• Purchase History – Maintain a complete purchase record for auditing and reporting.
Benefits of Using Purchase Orders in Flovix:
• Improves purchasing workflow and organization
• Maintains accurate inventory planning
• Prevents over-purchasing or duplicate orders
• Keeps supplier transactions properly documented
• Improves financial transparency
• Helps track delivery schedules and supplier performance
• Reduces manual errors in procurement processes