0:00 Hello team. In this video, you'll learn how to create and process purchase orders in TireBase.
0:06 Open the main menu and navigate to the Purchase Orders module.
0:12 This section displays all purchase orders, their associated vendors, and their current statuses.
0:19 Before creating a purchase order, make sure the vendor exists. From the Vendors tab, you can enter the vendor's name, default tax rate, credit limit, and payment terms.
0:35 Open the Purchases section and click Add to create a new purchase order.
0:42 Select an existing vendor or create a new vendor directly from the purchase order screen.
1:02 Search for products by brand, size, style, or other available parameters.
1:12 When a product is selected, TireBase automatically displays its most recent purchase cost.
1:32 Enter the quantity and cost, then click the plus button to add the product to the purchase order.
1:48 If your warehouse uses bins, select the bin where the received inventory should be stored.
2:05 You can also assign fixed selling prices for individual customer price levels directly from the purchase order.
2:24 Continue adding products as needed. The purchase order total updates automatically.
2:42 Add the vendor invoice number and reference number when available. These fields can also be configured as required under Settings.
3:02 Enter freight costs, internal notes, and the estimated arrival date for the order.
3:45 Review the calculated taxes and save the purchase order as a draft, save and close it, or cancel it.
4:00 From the Payments section, you can pay the order immediately or send the balance to Terms if the vendor has payment terms configured.
4:19 When recording a payment, select the payment method, amount, and reference number. Corporate Payments are excluded from the Close Daily Sale report.
4:35 Sending the purchase to Terms creates an outstanding vendor balance so you can track how much is owed.
4:51 Click Receive and Close to finalize the purchase order and receive the inventory.
4:59 After closing, you can print the purchase order or review its details.
5:14 Open the purchased products in the Products & Services module to verify the inventory movement and purchase order reference.
5:35 The received quantities are automatically added to each product's available stock.
5:57 That's the complete process for creating and receiving purchase orders in TireBase.
6:13 Contact our team if you need additional assistance. Thank you, and have a great day.
