In some retail companies, the process of purchasing products by the purchasing team is typically supervised by a manager or supervisor who oversees the purchase orders. In DealPOS, we can set up steps in creating purchase orders where the process of purchasing goods can be configured to require approval from other users. To add an approval procedure in creating purchase orders, you can follow the steps below:
I. Purchase Order Approval Configuration
Step 1. Go to the Setup Menu, click on More menu, and click on Configuration Module
Step 2. Click on the Buy tab, Select Approve in the Workflow Buy, and click the Save button
II. Set Group User Roles
When the current selected Workflow Buy is using Approve, we must set the roles in which users can Approve the Purchase Order Created from the Buy menu.
Step 1. Go to User Menu, then Select Group User
Step 2. Click Buy Roles, click More Permission, tick the Approval, and click Save
III. How To Work With the Approval Step
When the config has been activated, we can try to purchase the item from the supplier as usual using the buy menu.
Step 1. Go to Buy Menu and create a Purchase Transactions
Step 2. Go to Orders, see the Supplier Bill Status
After we make a purchase, we can check the purchase transaction that we have made in the Orders menu and then to the Supplier Bill tab. After the config is activated, on the Supplier Bill list we will be able to see a new column addition that explains the status of the purchase.
Step 3. Click on the Supplier Bill number, click Approve
We can approve the purchase submitted by clicking on the invoice number to make an "Approve" or approval.
Step 4. Approve Success
After successfully approving the supplier bill, the status of our supplier bill will be changed to "Approved".
Display Supplier Bill Invoice:
Before the supplier bill is Approved, the Supplier bill payment and fulfillment status will be pending. We can receive stocks and receive payment after the supplier bill is approved.
If you want to make a Purchase Return, you can read the article here: Purchase Return
To change the default payment to Later on the Buy menu, you can see this article: How to Select Default Payment in Buy
For COGS calculation in DealPOS, we have several calculation methods, including Average, LastOrder, and Manual. To set up, the COGS Calculation, go check this article: Setting Up Product's COGS Calculation