Effortlessly Manage Purchase Orders and Invoices for Management

Purchase orders and invoices for Management

hippo boook powerful bookkeeping system in today's video we will discuss about purchase order and purchase invoice let's roll into purchase order at first here you can find a purchase order by selecting the date from the calendar or else you can even find out by adding the purchase number enter the purchase number and click on the search button to find out any purchase order you can use the reset button to clear all values using this button you can trans transfer purchase order to purchase invoice you can manage to change vendor add batch number and do any source of changes ing to your needs lastly you'll get three options you can save it save and print it and even save and update the stock here in my case I'm saving and updating the stock when I'll click on the save and update stock button it will give us a notification please read it now I'll tap on next button in my case and thus the stock would be updated let's get back to purchase order section again as I have updated the stock thus it has been updated to purchase invoice now let's create a new purchase order for adding a new purchase order click on ADD purchase order button now let's add the purchase item by clicking on the menu here I'm selecting iPhone 14 pro to set an example you can make changes ing to your need and now I'll click on done button now I will add the vendor by clicking on the change vendor option you can make changes as per your needs At Last I have two options whether to save or else save and print now that I've finally made a new purchase order let's examine the functions of the other buttons a printable and downloadable document will be created when you click the download icon Button as you can see it easily produced a downloadable and printable document for a purchase order let's go back to this page and use the share icon button to send a purchase order to the vendor via email you don't even need to write an email let's now click the edit button you can choose to make any necessary adjustments via the edit icon button you can add an item change suppliers change the quantity or do anything else the option to update update and print or transfer to invoice is finally displayed to you you can now edit print or transfer invoices to suit your needs if you'd like you can even erase any purchase orders using the delete button let's move on to the section on purchase invoices Now by choosing a date using the calendar picker option you may quickly locate any purchase invoice in the purchase invoice section by entering the purchase number you can also retrieve any purchase invoice as you can see after entering a purchase number I was able to find the invoice I was looking for by using the search option the transaction details are determined by this side button by selecting the download button you can download or print the purchase invoice in ance with your demands subsequently selecting the share button will send the invoice to the vendor via email however in my instance the purchase invoice could not be generated because no ID was supplied the option to amend the purchase invoice appears next from here you can make any necessary adjustments you can also print it off return the item and update the stock here based on your requirements the delete option is presently deactivated in order to uphold the software's ethics click the add purchase invoice button to start creating a new purchase invoice I'm going to use the iPhone 14 plus as an example here multiple items can be added at once you are able to choose or alter the vendor based on your requirements finally you have the choice to update stock save and save and print I left it over as an example so that someone might identify the errors but don't forget to add a batch number in order to save the invoice that concludes our discussion for today I appreciate you experiencing [Music]