📑How to Use the Purchase Order Generator

📍 Accessing the Purchase Order Generator

1. Go to the Header Menu.

2. Hover over the Documents dropdown.

3. Click on Purchase Order Generator.

4. You will be redirected to the "Start Creating Your Purchase Order" page.

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🧭 Steps & Requirements

⚙️ 1. Settings Panel (Right Side)

Use the settings panel to control features and layout for your purchase order:

• Save Purchase Order Button

  • When ON (default): The purchase order is saved in Purchase Order History.

  • When OFF: The document won’t be saved.

• Show Bank Details

  • When ON: Input fields for Bank Name, Account Number, IFSC Code, etc., are shown.

• Show UPI ID

  • When ON: Input field appears to enter your UPI ID, and a QR code is generated automatically.

• Show Signature

  • When ON: You can upload a signature image or input text for a digital signature.

• Select Currency

  • Choose your desired currency. The default is based on your application’s settings.

• Select Order By

  • Choose from your saved clients. Their details will auto-fill the "Order By" section.

• Select Order To

  • Choose from your saved business/from identities. Their details will auto-fill the "Order To" section.

• Choose Primary Color

  • Select a primary theme color for your purchase order template.

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📝 2. Document Information Fields

🧾 Purchase Order Heading

• Provide a title for your Purchase Order. (Required)

🖼️ Logo Upload

• Optional: Upload your company logo. Recommended size: 300 x 300 pixels.

🔁 Order By

• Select the client or party placing the order. “Order By Name” is required.

📦 Order To

• Select the supplier or business you’re ordering from. “Order To Name” is required.

🔢 Order Details

• Includes:

  • Document Number (auto-generated or custom)

  • Create Date

📋 Item/Service Table

• Each row includes:

  • Product SKU

  • Item/Service Name

  • Quantity

  • Rate

  • Amount All columns are required. The table allows you to:

  • Add new rows

  • Remove rows

  • Auto-calculates totals and final amount

🧮 Totals & Adjustments

• Subtotal is auto-calculated.

• Optional additions:

  • Discount (percentage or fixed)

  • Tax (percentage or fixed)

  • Shipping (percentage or fixed)

🗒️ Notes & Terms (Optional)

• Add additional business-related notes and terms at the bottom left.

🏦 Bank Details (If enabled)

• Add banking information such as Account Number, IFSC Code, etc.

💳 UPI Information (If enabled)

• Input your UPI ID. A QR code will be generated.

✍️ Signature (If enabled)

• Upload or write a signature.

• Important: Click "Save Signature" after inputting your signature.

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💾 3. Saving and Downloading the Document

✅ Required Fields Before Saving:

• Purchase Order Heading

• Order By (Name)

• Order To (Name)

• Item table entries (SKU, Item/Service, Quantity, Rate, Amount)

📥 Download PDF:

1. Click Download PDF:

   • If Save Purchase Order is ON → Purchase order is saved to history.

   • The PDF is downloaded using your selected design and settings.

2. Change Design and Template:

   • Click the Choose Template button.

   • A modal with 20+ template designs will appear.

   • Choose a template → Click Choose Template & Download to save and download the PDF.

After downloading, you'll be redirected to the Purchase Order History page.

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📚 4. Purchase Order History Page

📍 How to Access:

• In the Header Menu, go to the History dropdown.

• Click on Purchase Order History.

📄 What's Inside:

• A list of all saved purchase orders.

• Export to CSV: Export all purchase orders as a CSV file.

• Clear All History: options available for bulk actions.

🔧 Actions Available for Each Document:

• Edit – Update the purchase order.

• Delete – Remove the purchase order.

• Download – Re-download the PDF.

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✅ Final Tips

• Make sure all required fields are filled before saving or downloading.

• Use the Settings Panel to customize document features like currency, color, UPI, and signature.

• Use clear naming and item descriptions for better documentation and professionalism.