FlairSuite video tutorial
Order goods and approve the order
Create a purchase order for your supplier, add the product with its quantity and price, then send it for approval and approve it.
Transcript
Select a time to play the video from that moment.
In the last video, you added the supplier you buy from. Now let's order goods from them with a purchase order, and approve it, because only an approved order can be received into your store.
Go to Vendors, Purchase Orders. This list keeps every order you place, with its supplier, total and approval. Click Create purchase order to start a new one.
A new draft order opens. Click the Supplier field, and choose the supplier from the last video.
Click Add Item and choose the Wireless Keyboard. Enter twenty pieces, at thirty dinars each, and click Save. Payment terms and VAT are optional here, so you can leave them empty.
Click Send to Approval, keep the suggested workflow, and click Apply This Workflow. If your company has no approval workflow yet, an Approve button appears here straight away instead.
The approver then clicks Review and Approve, to read the order as a PDF before deciding.
Click Approve, and confirm. The order now shows as Approved, so the goods can be received against it.
Your purchase order is approved and waiting for the delivery. The next video is: Receive the goods you ordered. Thank you for watching.
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Length 1:44Set up a petty cash book
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Length 1:53Order goods from a supplier
Create a purchase order — choose the supplier, add a product with its quantity and price, save it and find it in the Purchase Orders list.
Length 2:15Request approval for a supplier invoice
Record a supplier's invoice as an invoice request, send it for approval, and approve it.
Length 1:39Set up payment terms and purchase options
Add a payment term for your suppliers, and see the purchase options that shape your orders and invoices.
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