Create a Purchase Order
How to Create a Purchase Order in Muhasib ERP
Overview
This guide will help you create an approved order that states what the company expects a supplier to deliver.
Muhasib records an outstanding order available for receipt or conversion; financial posting is not assumed.
Who can do this
You need access to Purchase Order plus supplier, item, tax, location, price, and approval.
Before you start
Confirm supplier quotation, items, quantities, prices, taxes, delivery location/date, payment terms, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Purchases & Suppliers → Purchase Order.
Create a Purchase Order
Step 1: Start a new purchase order and select the supplier
Step 2: Enter order date, expected date, reference, terms, and delivery location
Step 3: Add items, units, quantities, prices, discounts, and taxes
Step 4: Add approved charges and notes
Step 5: Reconcile total to the supplier quotation
Step 6: Save once and complete the approval/printing process
Check your work
Reopen the order and confirm approval/status, supplier, lines, remaining quantities, totals, and delivery terms.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not record an invoice as an order after goods are already received unless policy requires it.
- Search for the order before retrying.