Purchase Process-Part 1 Purchase of Raw material ▪ RFQ to Vendor-Go to Slide ▪ Quotation from Vendor-Go to Slide ▪ Quotation Approved-Go to Slide ▪ Purchase Order to Vendor-Go to Slide ▪ Material from Vendor-Go to Slide ▪ Purchase Invoice-Go to Slide ▪ GRN for Material from Vendor-Go to Slide ▪ Stock updated for received material-Go to Slide
Process Flow Chart Create RFQ of type Vendor
RFQ
Check Item for Updated Stock
Stock updated
Save & Submit RFQ for Quotation
Quotation from Vendor
Create GRN for material from Vendor
GRN
Approve the Quotation & Check status
Quotation Approved
Create PI for Vendor
Purchase Invoice
Create PO for Vendor
Purchase Order
Create RFQ â–ª Click on RFQ then click on plus icon to create new item. 2.Click Add
1.Click RFQ
Creation of RFQ
â–ª Click on type then select type from opened window then click on select icon.
1.Click type 3.Click Select Icon 2.Select type
Creation of RFQ
▪ Select RFQ type. ▪ Click Vendor select Vendor from search dialog then click on select icon. 4.Click Select Icon 2.Click Vendor
3.Select 1.Select RFQ type
Creation of RFQ
â–Ş Select Part and Part PO then Part Cost automatically filled from selected part and Total Cost get calculated from Part PO. â–Ş Select UOM.
1.Select Part, PO
3.Total cost calculated automatically from tool and part cost
4.Select UOM
2.Part cost filled automatically from selected part
Creation of RFQ
Add Attachments â–ª Click Attachments then Click on Add.
1.Click Attachment
2.Click Add
Creation of RFQ
â–ª Select File from search dialog then click on Select icon.
2.Click Select icon
1.Select file
Creation of RFQ
â–ª Attachment Added Successfully.
1.Added Attachment
Creation of RFQ
Save RFQ â–ª Click on Save icon. 1.Click Save Icon
Creation of RFQ
Promote â–ª Submitting RFQ click on promote icon.
1.Click Promote
Creation of RFQ
â–ª Select State from opened window then click on select icon.
2.Click Select Icon
1.Select
Creation of RFQ
Create RFQ Report â–ª Click Report then click on RFQ Report icon. 1.Click
2.Click RFQ Report
Creation of RFQ
RFQ Report
Creation of RFQ
Quotation from Vendor â–ª After submitting RFQ the RFQ type changes to Quotation.
1.Type Changes to Quotation
Creation of RFQ
Quotation Approved â–Ş In RFQ check the status that changed to Quotation Approved.
1.Quotation Approved
Creation of RFQ
Create Purchase Order â–Ş Click on Purchase Order then click on plus icon to create new item. 2.Click Add
1.Click Purchase Order
Creation of Purchase Order
â–ª Click on PO type then select type from opened window then click on select icon. 3.Click Select Icon
1.Click type 2.Select type
Creation of Purchase Order
â–ª Enter PO number, PO name and Select PO Date and Time.
1.Enter PO No, Name
2.Select PO Date, Valid Date
Creation of Purchase Order
â–Ş Click on Part then select Part from search dialog then click on select icon.
3.Click Select Icon 1.Click Part
2.Select Part
Creation of Purchase Order
▪ Enter the PO Rate, Qty and select UOM then select GST Rate the Amount get Calculated. ▪ Enter the transportation Amt and select GST Rate the Total Gross Amt get Calculated.
1.Enter PO Rate, Qty 2. Select UOM
4.Enter Amt
5.Select GST Rate 3.Select GST Rate
6.Total Qty
Creation of Purchase Order
â–ª Select if Vendor/Transporter is out of state then IGST Amt get Calculated.
1.Select Vendor, Trans if Out of State
2.IGST Amt
Creation of Purchase Order
Add Additional Item â–ª Click Additional Item then click Add .
1.Click
2.Click Add
Creation of Purchase Order
â–Ş Select item from search dialog then Click Select Icon.
2.Click Select Icon
1.Select item
Creation of Purchase Order
▪ Enter PO Rate, Qty then Amt get Calculated. ▪ Select GST Rate then CGST, SGST, Gross Amt get Calculated.
6.Total Gross Amt Cal 2.Enter Qty 3.Cal Amt
4.Select GST Rate
5.Calculated Amt
1.Enter Rate
Creation of Purchase Order
â–ª If Vendor/Transporter is out of state then select and then IGST Amt get Calculated.
1.Select Vendor, Trans if Out of State
2.IGST Amt Cal
Creation of Purchase Order
Add Advance â–ª Click Advance then Click Add.
2.Click Add
1.Click
Creation of Purchase Order
▪ Select Advance Date, Amt, Tax Paid. ▪ Advance Amt get Calculated.
4. Amt Calculated from enter advance in Advance tab
1.Select date 2.Select Amt
3.Select
Creation of Purchase Order
Save Purchase Order â–Ş Click on save then click on Close icon. 1.Click Save Icon
Creation of Purchase Order
Create PO Report â–ª Click on report then click on PO report. 1.Click
2.Click PO Report
Creation of Purchase Order
Creation of Purchase Order
Create Purchase Invoice â–ª Click on Purchase Invoice then click on plus icon to create new item. 2.Click Add
1.Click Purchase Invoice
Creation of Purchase Invoice
â–Ş Enter Vendor no and Select Date, Details and Vendor.
1.Enter Vendor No
4.Select Vendor
2.Select Date 3.Select Comp Details
Creation of Purchase Invoice
Add Items â–ª Click Items then click on add to add Item.
1.Click Items
2.Click Add
Creation of Purchase Invoice
▪ Select Part, PO then Enter Qty then Amt get calculated. ▪ Select GST Rate then Total Amt & Gross Total get calculated.
6.Amt get Added 7.Gross Total Cal 5.Select GST Rate 1.Select Part 3.Enter Qty 2.Select PO
4.Rate filled from select PO, Amt Calculated after Enter Qty
Creation of Purchase Invoice
Save Purchase Order â–ª Click on save then click on close icon. 1.Click Save & Close Icon
Creation of Purchase Invoice
Create GRN â–ª Click on GRN then click on plus icon to create new item.
2.Click Add
1.Click GRN
Creation of GRN
â–ª Click on type then select type from opened window then click on select icon.
3.Click Select Icon
1.Click Type
2.Select type
Creation of GRN
▪ Enter Invoice No & Select Company & Suppliers Details, Part, PO then Item rate get calculated. ▪ Enter Qty & select GST rate then Gross total get calculated. 3. Select Part 4. Select PO 6. Enter Qty
1.Enter Invoice No 5.Item Rate Calculated
7.Select GST Rate 2.Select Comp. Detail, Suppliers
8.Total Cal
Creation of GRN
Save GRN â–ª Click on save icon 1.Click on Save Icon
Creation of GRN
Create GRN Report â–ª Click on report then click on GRN report. 1.Click
2.Click GRN Report
Creation of GRN
GRN Report
Creation of GRN
GRN Detail Report â–ª Click on report then click on GRN Detail report. 1.Click
2.Click GRN Detail Report
Creation of GRN
â–ª Select Dates and Vendor then click on run report.
1.Select date
2.Select vendor 3.Click Run Report
Creation of GRN
GRN Details Report
Creation of GRN
Material Stock Updated â–Ş Open Item from store and check the total available Qty.
1.Available Qty
Creation of Stock