Purchasing & Receiving
GRN an order
This article tells you how to receipt an order. GRN means Good Received Note. To undo a GRN, you can GRN with a negative value to restore the correct GRN value you require. You can receipt an order from the Purchase Order (PO) list view. Find an ...
Purchase Orders Explained
Introduction A Purchase Order (PO) is an instruction to a supplier, to supply goods or services at a price and timescale that you state. The supplier receives the purchase order and decides whether to accept the order. In Zahara, you can create ...
Bulk importing orders
You can bulk import orders from a CSV file. Go to the Documents > Purchases pages and select import from the New Purchase Order button. Now download the CSV template. > Then download the template from this screen: Column Headings The process is ...
Importing products
Products (inventory) belong to suppliers. So products are imported into individual supplier records. This means when raising purchase orders, you can select products for each line item that have had the pricing and products codes pre-set. Importing ...
Deleting a po
You can delete a Purchase Order if you have the delete permission. The delete functionality will be removed if the purchase order has been sent to a supplier. Once a purchase order is deleted, you have no access to the audit trail behind it and the ...
Closing an order
Introduction When you bring up the order/purchases list, you are shown by default Open orders. Closed orders are hidden. This makes for a more efficient list view. When creating an invoice, you are also presented with a list of open orders. A ...
Purchase order prefix
Introduction You can prefix the purchase order so you can better identify orders relating to different business units. Business Unit Settings Head to Business Settings > Formatting. Under the Purchase Order Number format, you can add in a prefix ie ...