Procurement

1. Add PO Series

PO Series Setup – One-Time Configuration

A PO Series must be created for each currency used in purchase orders. This is a one-time setup to ensure proper tracking and organization.

🔹 One currency = One PO Series

Steps to Add a PO Series:
1️⃣ Go to: Procurement > Add PO Series
2️⃣ Enter: Series Name
3️⃣ Select: Currency
4️⃣ Click: Save

Once set up, the PO Series will be used for all future purchase orders in the selected currency.

2. Sending a PO

1️⃣ Go to: Procurement > Add a PO
2️⃣ Select: Supplier from Contacts
3️⃣ Choose: PO Series & fill in details

📩 PO Delivery Options:

  • Sent automatically to the supplier’s Accounting email (if listed).
  • Remove the Accounting email to disable auto-sending.
  • Add an email at the bottom to send manually.
  • Or, download the PO and send it yourself.

3. Procurement Portal

In the Procurement portal, invoices received from other companies during a tender process will appear automatically.

📌 How It Works:
1️⃣ PO Generation: When you send a tender, Einsys automatically generates your PO (2).
2️⃣ Manual POs: You can also find your manually created POs in this section.
3️⃣ Supplier Invoice: Once your supplier creates an invoice, it appears as (3) in the system.
4️⃣ Document Storage: Any relevant files—contracts, proof of delivery, warranties, etc.—uploaded by you or your supplier will be stored under (4) for easy access.

 

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