A purchase order can be generated by a purchase requistion or a purchase quotation.
Go to “Requets for Quotations”
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Click “ADD”.
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Enter the infomation. The ones with “*” are necessary.
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Setup the tax rule for this quotation.
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Click “Add a line” to add items.
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Select or search the item with its name or code.
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Choose the unit as needed.
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Enter the quantity. One click on it then you can see the item’s stock in details.
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Adjust the price if needed.
- If the price is uneditable, please refer to ZiiPSI-How to Enable or Disable Price-Changing Permission of Products – Zii Help Center (ziicloud.com).
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Enter the discount rate if needed.
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Choose the tax type as needed.
- You can refer to ZiiPSI-How to Set Up Tax Type and Rate – Zii Help Center (ziicloud.com) about setting up tax types.
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Leave a remark if needed.
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Click “Save” to save the quotation.
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Click “REGISTER EXPENSES” to register some extra expenses, such as freight, if needed.
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- You may refer to ZiiPSI-How to Set Up Expense Types – Zii Help Center (ziicloud.com) and
ZiiPSI-How to Register Expenses – Zii Help Center (ziicloud.com) for more details about expenses.
Click “SEND BY EMAIL” to email this quotation if needed.
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To approve this quotation, click on “APPROVE”.
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And after being approved, a quotation order will transfer to a purchase order.
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