A purchase order can be generated by a purchase requistion or a purchase quotation.
Go to “Requets for Quotations”
Click “ADD”.
Enter the infomation. The ones with “*” are necessary.
Setup the tax rule for this quotation.
Click “Add a line” to add items.
Select or search the item with its name or code.
Choose the unit as needed.
Enter the quantity. One click on it then you can see the item’s stock in details.
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).
Enter the discount rate if needed.
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.
Leave a remark if needed.
Click “Save” to save the quotation.
Click “REGISTER EXPENSES” to register some extra expenses, such as freight, if needed.
- 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.
To approve this quotation, click on “APPROVE”.
And after being approved, a quotation order will transfer to a purchase order.
