Creativeitem

# How to Manage Purchase Orders

In Insight CRM Inventory management, Admins can efficiently manage purchase orders, create, track, and approve supplier requests with ease. This streamlines procurement, reduces errors, ensures timely stock availability, and strengthens vendor relationships, driving smarter business decisions and long-term growth.

Log in to the Admin panel and open the Dashboard.
Navigate to Inventory from the left menu.
Click the Purchase Orders from the left menu, and a new window will appear.
Click the Search option and type the desired department name to view.
Click the Export button. A new window will pop up with options for PDF, CSV, and Print.

If you click the PDF button, the selected document will be automatically downloaded.
If you click the CSV button, the selected document will be automatically downloaded.
If you click the Print button, the selected document is automatically printed.

Click the Filter button to open an entry form.
Fill in the following details:

Customer: Select the customer from the dropdown menu.
Date Range: Select the date range from the dropdown calendar.

Once all the fields are completed, click the Apply button to show the information.

How to Add a New Purchase Order

Log in to the Admin panel and open the Dashboard.
Navigate to Inventory from the left menu.
Click the Purchase Orders from the left menu, and a new window will appear.
Click the Add New button to open an entry form.

Fill in the following details:

Customer: Select a customer from the customer dropdown menu.
Order No.: Order number generated automatically.
Delivery Address: Enter the desired delivery address in the respective field.
Delivery Date: Select the Delivery Date from the dropdown calendar and click the Apply button.
Pricing Type: Select the pricing type from the dropdown menu.
Purchase Product: Select the purchase product from the drop-down menu.
Price: Automatically uploaded the price.
Unit: Enter the desired unit in the unit field.
Total: Total price will be calculated automatically.
Grand Total: Grand total amount shown automatically.
Delete: If you click the delete button, the selected product is deleted automatically.
Add Product: If you click the Add Product button opens a row to add a product.

Once all the fields are completed, click the Submit button to save the information.

How to Invoice Print

Log in to the Admin panel and open the Dashboard.
Navigate to Inventory from the left menu.
Click the Purchase Orders from the left menu, and a new window will appear.
When you click the three dots in the Options button, a new window will pop up with Invoice, Edit, and Delete.
If you click the Invoice button, a print option will be enabled.
Click the Print button, and an invoice will be printed automatically.
If you click the Back button, you will go back to the previous page.

How to Edit a Purchase Order

Log in to the Admin panel and open the Dashboard.
Navigate to Inventory from the left menu.
Click the Purchase Orders from the left menu, and a new window will appear.
Click the Edit button to open an entry form.

Fill in the following details:

Customer: Select a customer from the customer dropdown menu.
Delivery Address: Enter the desired delivery address in the respective field.
Delivery Date: Select the Delivery Date from the dropdown calendar.
Pricing Type: Select the pricing type from the dropdown menu.
Purchase Product: Select the purchase product from the dropdown menu.
Price: Automatically uploaded the price.
Unit: Enter the desired unit in the unit field.
Total: Total price will be calculated automatically.
Grand Total: Grand total amount shown automatically.
Delete: Clicking the delete button automatically deletes the selected product.
Add Product: If you click the Add Product button opens a row to add a product.

Once all the fields are completed, click the Update button to save the information.
If you click the Delete button, a confirmation window will pop up.
If you click Confirm, the item will be deleted automatically; otherwise, click Cancel.