How Purchase Order Management Works in BytePhase?

By Published On: July 22nd, 2023Categories: Features1.7 min read
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Purchase Management

Step-by-Step Process

  1. When you log in to the BytePhase CRM Portal, you will see the Purchase option on the sidebar and you can also use Alt+Shift+P to open the Purchase listing page.
  2. You can view your Purchase order history on the listing page and create an invoice on the action menu
  • Clicking on a row will open the detail page of the purchase, where you can make changes 
  • When we click  [+] Add New Purchase order, a form will appear. Fill it out
  • From the dropdown list, you can select the part you wish to purchase, as well as the supplier. 
  • In addition, we are able to change terms and conditions when making a purchase
  • From the action menu after creating a purchase, you can create an invoice for that purchase
  • This invoice can be printed as well as sent via Whatsapp to the supplier.
  • Digital signatures are supported for Purchase Invoices, so suppliers can sign them electronically

How to add the payment for a purchase order

  • Click on an action button on the purchase listing page there you will see Add Payment button
  • After clicking on Add Payment Button one pop-up will appear
  • There will be no need to fill out any information, you can just add any commit or select Notification channel to send a notification to the supplier that we have given them this amount.
  • The payment receipt can be tracked in Billing –>Payments Tab on the sidebar

Well done! 🛍️📦🎉

You’ve seen how the purchase system works in BytePhase CRM. 

Use this knowledge to optimize your business operations. If you have questions, contact the BytePhase support team.

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Vishwajit Sayambar

Full Stack Developer at BytePhase

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