Datamoto (http://datamoto.com/) makes it easy to create, approve and manage purchase orders online. It can be used stand alone and also it is integrated with the billing to streamline payments and control expenses. If the purchase order is for goods then it automatically integrates inventory system to keep track of goods received.

1. Purchase Order
http://datamoto.com

2. After login…
Click

3. Click to Add
New PO

4. New Vendor?
Click to Add
Click
Type * to list vendors.
Then select one.
These from your Profile.
Change inline if needed.

5. Budgeted via Cost Center?
Select one.
Click to Save
Lump sum discount and
tax – it overrides line
item tax & discount
Type * to list inventory items and select one.
You can also add new item here. Item will be added
to inventory automatically when it is received.

6. Click
Draft PO

7. Caution: Once you approve you can not edit or delete. In
multi-users setup, you can assign only manager to approve.
Click
Budget Alert

8. Click PDF

9. Click Back

10. Click Email

11. Send Email
Update if needed

12. You are done creating, approving and sending
purchase order to Vendor.
Is Order delivered?
Receive creates Bill to pay for Vendor and adjusts
Inventory if Goods are received.

13. Receiving order (Goods or Services):
Click
You have two choices
Click
Click Receive
Click Receive

14. Receive Goods or Service by…
Purchase  Click On Order  Receive

15. Click Receive

16. Check past receive activities
All line items are listed here
Click Receive
Max qty you can receive

17. You only get here if PO is for Goods
Click Save
Enter received items qty
Fill these as needed

18. Auto adjusted

19. Item activity in the Inventory

20. Check auto generated Bill
Click
New bill is created for vendor
Click

21. This is a bill to pay to Vendor
Bill is linked to PO

22. You just saw –
-
Purchase Order creation
Receiving order
Auto generation of Bill
Auto update of Inventory

23. Datamoto
http://datamoto.com