Managing Purchase Orders in Naologic

Purchase orders are essential for managing your business's procurement process. In this article, we will walk you through the process of creating, managing, and tracking purchase orders within Naologic to ensure a seamless purchasing experience for your company.

Accessing Purchase Orders

To access the purchase orders table in Naologic, follow these steps:

1. Locate the top navigation bar and find the "Purchase Order" item.

2. Hover over the "Purchase Order" item until you see the available options.

3. Select "Orders" from the dropdown menu.

4. You will now be taken to the purchase orders table, where you can view and manage all your company's purchase orders.

Creating a New Purchase Order

To create a new purchase order, follow these steps:

1. In the purchase orders table, click on the "Create New Purchase Order" button located at the top of the table. You will be directed to a form to fill in the necessary information related to your purchase order.

2. Fill in the purchase order basics:

   • Vendor: Select a vendor from your list of vendors, managed in the Vendors app.

   • Billing Address: Choose the appropriate billing address for the vendor.

   • Account: Select the associated account, managed in the Accounts app.

   • Customer Shipping Address: Select the customer shipping address. *Note: Ensure that your vendor has an associated billing address and that the selected account has an associated customer shipping address; otherwise, these fields will be blank.

3. Add order items:

   • Select the items and variants for your order.

   • Specify the quantity, price, and tax for each item.

4. Specify the terms of the order:

   • Enter the order date, promised receipt date, planned receipt date, and vendor invoice number.

5. Fill in the financial details:

   • Set the payment terms and currency for the purchase order.

6. Add any relevant notes to the purchase order.

7. Click "Create Purchase Order" to finalize and save your new purchase order. It will now be visible in the purchase orders table.

Purchase Order Statuses

Purchase orders can have various statuses, including:

• Pending Approval: The order is awaiting workspace user approval.

• Approved: The order has been approved.

• Pending Delivery: The current order is pending delivery.

• Received: The current order has been received.

• Cancelled: The order has been cancelled.

• Rejected: The order has been rejected.

Viewing and Managing Purchase Order Options

To access additional options for a specific purchase order:

1. Locate the purchase order of interest in the table.

2. Hover over the purchase order until the "Options" button appears.

3. Click the "Options" button to access the following actions:

   • Generate a bill

   • View the purchase order as a PDF (public view)

If a purchase order has a "Pending Approval" status, you will have additional options to reject, edit, or delete the purchase order, as well as view it as a PDF.

By following this guide, you can efficiently manage purchase orders within Naologic, streamlining your procurement process and ensuring smooth operations for your business.