How Purchase Order Management Works in BytePhase?

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.