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Once you log in, you will land on the welcome screen.
PREREQUISITE CUSTOMER PO:
Certainly, before creating a purchase inward, it's a good practice to ensure that all the relevant details have been entered or updated.Here's a checklist of the details you should verify before adding a purchase inward:
By Updating the supplier PO and the master screen before moving to purchase inward, you ensure that the purchase inward process is efficient, accurate, and free from errors.
Supplier PO: The Supplier PO with line items of appropriate data should present to raise an error free and accurate purchase inward.
Additional Info:
Price and Tax Information:
Confirm that the prices and the taxes for the part, holder, collet, pull stud and product masters are up-to-date and accurate.
Supplier PO:
Verify that the details of the Supplier PO required are accurate and are up-to-date.
1.1. Add a Purchase Inward - Step-by-Step
Step 1: Reach the Purchase Inward Section
From the main Side menu, click on "Stores," then go to "Operations," and finally choose "Purchase Inward" .This will open the Purchase Inward Search page.
Step 2: Adding a Purchase Inward
On the top right of the Purchase Inward Search page, you'll see an "Add Purchase" button. Click this button.
Step 3: Fill in details
PO Number: [Dropdown] (Mandatory) Choose the PO from the dropdown list. The supplier PO added in the Supplier PO screen will be shown as an option.
Notes: When the PO is selected it will subsequently populate the supplier name, PO date and po description field and the list of line items in the supplier PO within the purchase inward screen.
Supplier Name: [Read Only Field] The supplier name is automatically populated in this field when the PO is selected.
PO Date: [Read Only Field] The supplier PO date is automatically populated as the PO date when the PO is selected.
GRN Number: [Text Field] This field will be automatically generated by the system. The generated number may include a prefix that can be updated from the organization details screen.
GRN Date: [Date field] (Mandatory) The current date shall be automatically designated as the GRN date. However, should the need arise for alteration, such adjustments can be made in accordance with any request.
Po Description: [Text Field] The description in the supplier PO is automatically populated as the Po description when the PO is selected.
Invoice Date: [Date Field] Select the invoice date.
DC No: [Text Field] Enter the delivery challan number.
DC Date: [Date Field] Select the DC date.
Note: The invoice number and the invoice date or the dc number and the dc date either of the combinations should be filled.
Duty Fee Status: [Dropdown Field](Mandatory)Select the duty fee payment status from the dropdown.
Note: The Duty fee field will be displayed only if the duty fee status is selected as paid
Duty Fee: [Number Field](Mandatory)Enter the duty fee value.
Remarks: [Text Field]Add the remarks or general comments , if any.
1.2. Add Line Item:
The list of supplier PO is displayed when the PO number is selected.
The supplier PO line item is displayed with item, product, HSA/SAC, UOM , Rate per unit, PO Qty, Already Inward Quantity, Status, Taxable, CGST, SGST,Tax, Amount.
Notes:If both the supplier's address and the organization's address are located within the same state, the Central Goods and Services Tax (CGST) and State Goods and Services Tax (SGST) are applicable and the fields are displayed.
If the supplier's address and the organization's address are in different states, the Integrated Goods and Services Tax (IGST) is applied and the field is displayed:
The Current Inward Quantity field value is entered by the user.(ie, the quantity of the particular line item which is received).
The status has three states (Placed,Partially received,Received)
Placed: This status indicates that no quantity from the purchase order (PO) has been received yet. It represents a situation where the ordered items are yet to be delivered.
Received: When all the items specified in the PO quantity have been successfully received, the status is marked as "Received." This indicates that the entire order has been delivered as per the PO.
The value in the "Taxable" field is calculated by multiplying the current quantity by the rate per unit. This calculation represents the total amount that is subject to taxation for the specified quantity of items at the given unit price
The value in the "Tax" represents the amount calculated based on the applicable tax rate(CGST/SGST/IGST) .
The "Amount" field represents the total transaction or invoice amount for that lineitem, and it is calculated as the sum of the "Taxable" value and the "Tax" value.
The "Total Amount" field represents the overall transaction or invoice amount and is derived from the sum of the amounts of all individual line items included in the transaction or invoice.
We have the upload document option, where the specific document selected in the Supplier PO is uploaded here.
Note: When a file is to be uploaded please check the file size is within 1 MB.
The uploaded file can be downloaded by clicking the file name displayed
Click the “Submit” Button
Submission Of Purchase Inwardr
Upon submission of a purchase inward, the entry will be added and the screen will be redirected to the search screen with the newly added purchase inward as the result.
If you change your mind and don't want to add a purchase inward, click "Cancel" it takes you back to the Purchase Inward Search page.
1.2 Search Purchase Inward
Search a Purchase Inward - Step-by-Step
Step 1: Start Searching
On the Search page, you can search in different ways:
PO Number: Select the PO Number
By GRN Number: Enter the GRN number.
By Purchase Inward From Date: Define a date range from when your search should be conducted.
By Purchase Inward To Date: Define a date range from when your search should be conducted.
For All: If you don't have a specific name or code, just click "Search" to view all previously created sales orders.
Step 2: See the Results
After clicking "Search," you'll see results:
If you searched by PO number, Grn Number, date you'll find the matching result with PO Number, Inward Date, Invoice Number, DC Number, GRN Number and an option to View/Edit [Refer 4.1.1.3]
1.3 Edit a Purchase Inward:
Edit a Purchase Inward- Step-by-Step
Step 1: Find Purchase Inward
Step 2: Start Editing
On the Purchase Inward Search, you can edit Purchase Inward:
By Customer, Plant, dates, Sales Order number: Select the customer , plant name or number.
Click Search: Press "Search" to find the Sales Order you want to edit.
Step 3: Edit Details
After searching, you'll see the Purchase Inward you want to edit
In the Edit page, please note that the PO Number, Supplier Name, PO Date, PO Description are read only fields.
Step 4:Update Info
On the Edit Purchase Inward page, you'll find the existing details of the Purchase Inward you're editing.
Change details that you like to update in Purchase Inward.
Note:If multiple purchase inward are raised for same PO number then the Current inward quantity added for that Purchase inward will be displayed and not the sum of all the current inward quantity added for that PO number.
After searching, you'll see the Purchase Inward you want to edit
Each Purchase inward is considered as an individual Purchase inward even if the purchase inwards are for same PO numbers.
Click the “Submit” Button
Submission Of Purchase Inward
Upon submission of a purchase inward, the entry will be updated and the screen will be redirected to the search screen with the edited purchase inward as the result.
Note:As the Inward quantity is added the available stock of that item will be increased.
That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.