Create a Purchase Order (PO)

This guide offers a concise process for creating a Purchase Order (PO) in Plexa, allowing users to manage procurement efficiently. By following these instructions, users can streamline purchasing, choose suppliers and cost codes, and upload documents, enhancing financial operations and record accuracy in Plexa.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "PO Book" in the Finance Menu

3. Click "Create PO for Supplier"

4. Select "Supplier Name" from the Dropdown

5. OR If New Supplier Click "Add Supplier"

6. Enter new supplier details then click "Next"

7. Enter Supplier "Description" field

8. Enter the "PO Description" field.

9. Click "Add Item"

10. Enter "Description" field.

11. Enter the "Cost Code" from the dropdown

12. Enter the "QTY" field.

13. Enter the "Unit" field.

14. Enter the "Rate" field

15. Use the "Drag & Drop or Browse" option to add attachments

16. Click "Save as Draft" or "Save" to finalise in the system.

17. If BULK IMPORT is required

• Click "Import Via EXCEL" Checkbox

• Select the "Click to Upload"

• Import "Line Description, Qty, unit and Rate"

• "Save" and it will upload.

Video Tutorial

For a visual guide, please watch the tutorial below