Purchase Order
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      3. Purchase Order

      How to Create Your Own Purchases

      To document purchases from your suppliers, follow these steps:

      1. Log in to the ikas Dashboard:

        Sign in to your ikas dashboard.

      2. Navigate to Purchase Orders:

        In the left menu, click on the Products tab and select Purchase Orders.

      3. Create a New Purchase Order:

        Click on the New Purchase Order button at the top right to create a new purchase.

      4. Edit the Order:

        A new window will open with input fields. Please fill them out as follows:

        Basic Info:

        • Supplier: Enter the supplier's name and select it from the dropdown menu. If the supplier has not been added yet, you can add them directly. For more information on adding a supplier, click here.
        • Destination: Select the warehouse where the purchase will be delivered. You can learn how to create a warehouse here.
        • Reference Number: Enter a reference number for tracking the order.
        • Supplier Currency: Select the currency in which the purchase will be made.

        Shipment Details:

        • Estimated Arrival: Select the expected delivery date from the calendar.
        • Tracking Number: If a shipping service provider was used, you can enter the tracking number here.
        • Shipping Carrier: If a shipping service provider was used, you can enter the shipping carrier here.

        Add Products:

        • Click on the product search field and enter the desired products. A window will open displaying a list of matching items.

        • Select the products you want and click Save at the bottom right to add them to the order.

        • The selected products will now appear in the order overview. The following details are required:

          • Quantity: The number of products to be delivered.
          • Price: The price per unit.
          • Tax: Applicable value-added tax.

          As you enter the data, the total price will be calculated automatically.

        Alternatively, products can also be entered via barcode scanning. Please note that the barcode mode must first be activated via the respective Read With Barcode button. The lamp button acts as a trigger that can be activated as needed. No manual entry of the quantity is required – the number of scanned products will be automatically recorded. However, if desired, the quantity can be manually adjusted.

        Cost Summary:

        • Here, all costs will be summarized.
        • Additional shipping costs can also be recorded.
        • The Cost Adjustment allows you to adjust the total price:
          • Adjustment type: Increment (increase) or Decrement (decrease).
          • Name: Give a name to the cost adjustment.
          • Amount type: Percentage or absolute.
          • Amount: Enter the appropriate value.

        Timeline:

        Any comments regarding the purchase can be stored here.

      5. Save and Confirm:

        Once all fields have been filled out, you can either save the order as a draft using the Save button at the top right or finalize it by clicking Save and Confirm.

      The order will now appear in your overview with the status Awaiting Dispatch.

       

       

      💡 Take a look at the following articles to learn more about the purchasing system in ikas:

       

      For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.