Introduction
In this tutorial, we're going to explore how to optimize your purchase order management by adding multiple delivery dates to a Blanket Purchase Order. This feature allows you to schedule deliveries over time, ensuring your vendor can fulfill orders on different dates as needed. It helps you streamline the process, improve inventory control, and track vendor compliance with ease. Whether you need staggered deliveries or specific items at different times, this feature ensures smooth communication and efficient product delivery.
Step 1: Creating a Blanket Purchase Order (PO) Without Purchase Requisition (PR) or Quotation
1. Access the Purchase Order dashboard under Purchases in the Buy Module sidebar.
2. You can create a Blanket PO without a PR or Quotation.
3. Fill out the form:
- Vendor: Choose the recommended vendor.
- Requester Information: Input the requester details.
- Items/Services: List the products or services you're purchasing.
- Justification: Provide a reason for the purchase.
- Delivery Details: Add the different delivery dates by clicking Add+ for staggered deliveries.
Step 2: Submitting and Viewing the Purchase Order
1. After filling in the form and adding the delivery dates, submit the Purchase Order.
2. View the Purchase Order, where you can also attach the vendor’s invoice. The vendor will receive an email with the delivery dates listed.
- **Note**: If you modify any delivery dates, the updated list will automatically be sent to the vendor.
Step 3: Managing Delivery Dates and Vendor Invoices
1. For each delivery date, go to the Vendor Invoice section.
2. The system will show that you need to pay for the current delivery only.
3. You can modify the date by selecting the Action Dropdown and clicking Change Date.
- Reminder: Send a reminder to the vendor for upcoming deliveries based on the reminder day you set.
Step 4: Monitoring Deliveries
1. After the first batch is delivered, the system will display the remaining quantity to be delivered.
2. Continue monitoring future deliveries and payments based on the set schedule.