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Purchase Order
Please refer to the guide below for detailed information on purchase order module.
Manage Purchase Order: Overview of the purchase order list including their statuses
Manage Purchase Order
- Log on to Chillhub App
- Navigate the purchase order page by selecting Menu → Purchase Order
- The following options are located on the toolbar
- Search: Allows you to search for specific data
- Refresh: Updates the current view by reloading the data
- Export to Excel: Enables exporting the current view data to an Excel file.
- New: Creates a new entry or record in the system.
- Additional Filter & Summary:
- Select Month: a calendar selector that allows you to filter purchase orders by a specific month.
- Monthly Total: Displays a summarized breakdown of the amounts for the selected month
- Monthly Total Ordered: The total value of orders placed within the month.
- Monthly Total Invoiced: The total value of invoices issued within the month.
- Data Table: (Note that some of these columns may be hidden in the row details)
- : Expand row to view more details.
- : Modify purchase order details (Mobile View: expand row to access)
- : Duplicate an existing purchase order (Mobile View: expand row to access)
Notes: Delivery, invoices details will not be copied over - : Opens a menu with additional options
- : Restock delivery items from the purchase order to the selected warehouses.
- Purchase Order No.: The unique identifier for the purchase order
- Status: Shows the current status of the purchase order (e.g., Draft, Issued, Cancelled)
- Draft: The purchase order has been created but not yet finalized or sent to the supplier.
- Issued: The purchase order has been finalized and sent to the supplier.
- Cancelled: The purchase order has been canceled. All related costs, invoices, and deliveries will be reversed.
- Date: The date the purchase order was issued.
- Supplier: The name of the supplier associated with the purchase order.
- Address: Shows the address of the supplier.
- City: The city where the supplier is located.
- Contact No.: The contact number for the supplier.
- Remark: Any additional notes or remarks related to the purchase order.
- Employee: The name of the employee (e.g. salespersons) responsible for the purchase order.
- Total: The total amount of the purchase order.
- Invoiced: The total amount billed through purchase invoices for the purchase order.
- Delivery Status: Displays the current delivery status (e.g., None, Partial, Shipped) of the purchase order.
- None: No delivery has been initiated or scheduled.
- In Transit: Some items are planned for delivery but not yet delivered to the warehouse.
- Partial: Some items have been delivered to the warehouse, but not all.
- Shipped: All ordered items have been delivered and replenished in the warehouse.
- Cancelled: The purchase order has been canceled, any associated delivery and replenishment have been reversed.
- Payment Status: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the purchase invoices.
- Not Paid: No payment has been made towards the purchase invoice.
- Partial: A partial payment has been made, but the full amount is still outstanding.
- Paid: The full amount of the purchase invoices has been paid.
- Overpaid: The amount paid exceeds the purchase invoice total.
- Cancelled: The purchase order has been canceled, so payment has been reversed.
- Invoice Status: Indicates invoice status of the purchase order
- None: No purchase invoice has been received.
- Partial: Some items from the purchase order have been invoiced.
- Completed: All items in the purchase order have been fully invoiced.
- Cancelled: The purchase order has been canceled, and all associated invoices have been voided.
- Invoice No: A list of related purchase invoice no., separated by a semicolon (“;”).
General: Key details such as purchase order number, date and supplier information
General
- Status: Shows the current status of the purchase order (e.g., Draft, Issued, Cancelled)
- Employee: The name of the employee (e.g. salespersons) responsible for the purchase order.
- Purchase Order No.: The unique identifier for the purchase order. Automatically generated by the system.
If an purchase order number conflict occurs, click the Refresh icon to generate a new purchase order number - Date: The date the purchase order was issued.
- Supplier
- Supplier: The name of the supplier associated with the purchase order.
- Contact No.: The contact number for the supplier.
- : Click to open WhatsApp chat with the customer.
- Person in Charge: The main contact person at the supplier company.
- Email Address: Supplier's email address.
- Address: Billing address of the supplier
- : Click to open the location in Google Maps.
- Postcode: Billing postcode of the supplier
- City: Billing city of the supplier
- State: Billing state of the supplier
- Country: Billing country of the supplier
- Remark: Any additional notes or remarks related to the purchase order.
Items: Adding and managing products in the purchase order.
Items
- The following options are located on the toolbar
- New: Add a new item.
- Data Table: (Note that some of these columns may be hidden in the row details)
- : Expand row to view more details. (available only in Mobile View)
- : Modify item details (Mobile View: expand row to access)
- : Delete item (Mobile View: expand row to access)
- : More options
- Move Up: Shift the selected item upward in the list
- Move Down: Shift the selected item downward in the list.
- Item: The name the item being ordered
- Qty: The quantity of the item being ordered
- UOM: The unit of measurement for the item (e.g., pcs, kg, liters)
- Unit Price: The price per unit of the item in the order.
- Subtotal: The total price for the item, calculated as Qty × Unit Price.
- Footer:
- Total: The total amount of the order.
- Item Form
- Industry: Select the relevant industry to populate the options for Product dropdowns
- Product: Select the specific item to be ordered
- Qty: The quantity of the item.
- UOM: The unit of measurement for the item (e.g., pcs, kg, liters)
- Unit Price: The price per unit of the item.
- Subtotal: The total price for the item, calculated as Qty × Unit Price.
Delivery: Specify delivery details and the warehouse for stock replenishment.
Delivery
- The following options are located on the toolbar
- Delivery Status: Displays the current delivery status (e.g., None, Partial, Shipped) of the purchase order.
- None: No delivery has been initiated or scheduled.
- In Transit: Some items are planned for delivery but not yet delivered to the warehouse.
- Partial: Some items have been delivered to the warehouse, but not all.
- Shipped: All ordered items have been delivered and replenished in the warehouse.
- Cancelled: The purchase order has been canceled, any associated delivery and replenishment have been reversed.
- New: Add a new delivery note.
- Data Table: (Note that some of these columns may be hidden in the row details)
- : Expand row to view more details. (available only in Mobile View)
- : Modify delivery note details (Mobile View: expand row to access)
- : Delete delivery note (Mobile View: expand row to access)
- Delivery Note No. :The unique identifier for the delivery note
- Delivery Date: The date when the goods or services were delivered.
- Remark: Any additional notes or comments related to the delivery
- Replenish: Button to edit replenishment information for the delivery items. (Button is disabled if there are unsaved delivery order changes).
- Delivery Form
- Delivery Note No. :The unique identifier for the delivery note.
- Delivery Date: The date when the goods or services were delivered.
- Data table
- Product: The specific item or product being delivered.
- Balance: The remaining quantity of the product yet to be delivered.
- Qty to Deliver: The quantity of the product to be delivered in this delivery note.
- Auto replenish to: Automatically replenish and increase the quantity on hand to the selected warehouse.
Alternatively, users can perform replenishment on the Replenishment page, where multiple warehouse selections are supported - Remark: Any additional notes or comments related to the delivery
- Form Validations:
- The quantity to deliver cannot be less than the quantity already delivered (Replenished).
- At least one item must be marked for delivery.
- The quantity to deliver cannot exceed the ordered quantity.
Invoices: Recording purchase invoices from suppliers to ensure accurate financial reporting.
Invoices
Manage Purchase Invoices: Manage the purchase invoices list of a purchase order.
- The following options are located on the toolbar
- Invoice Status: Indicates invoice status of the purchase order
- None: No purchase invoice has been received.
- Partial: Some items from the purchase order have been invoiced.
- Completed: All items in the purchase order have been fully invoiced.
- Cancelled: The purchase order has been canceled, and all associated invoices have been voided.
- Payment Status: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the purchase invoices.
- Not Paid: No payment has been made towards the purchase invoice.
- Partial: A partial payment has been made, but the full amount is still outstanding.
- Paid: The full amount of the purchase invoices has been paid.
- Overpaid: The amount paid exceeds the purchase invoice total.
- Cancelled: The purchase order has been canceled, so payment has been reversed.
- New: Add a new purchase invoice.
- Data Table: (Note that some of these columns may be hidden in the row details)
- : Expand row to view more details. (available only in Mobile View)
- : Modify purchase invoice details (Mobile View: expand row to access)
- : Delete purchase invoice (Mobile View: expand row to access)
- Invoice No. :The unique identifier for the purchase invoice.
- Date: The date when the purchase invoice was issued by the supplier.
- Total: The total amount of the purchase invoice, including adjustments (credit/debit notes).
- Payment Status: Payment status of the purchase invoice (e.g., Not Paid, Partial, Paid, Overpaid)
- Footer:
- Total Billed: The total amount of the purchase invoice, including adjustments (credit/debit notes).
- Total Paid: The total payment made to the purchase invoice.
Invoices Form
General: Key details such as invoice number, date, accounting information.
- Invoice No.: The unique identifier for the purchase invoice.
- Date: The date the purchase invoice was issued by the supplier.
- Accounting: Assign accounts for the purchase invoice. By default, accounts are determined based on Account Charts > Account Rules
- Inventory Account: The account used to record inventory purchases.
- Accounts Payable Account: The account used to track amounts owed to suppliers.
- Self-billed e-Invoice:
- Self-billed e-Invoice No: The self-billed e-Invoice number linked to the purchase invoice.
- New/Edit Self-billed e-Invoice: Open form to create or modify self-billed e-Invoice linked to the purchase invoice
Self-billed e-Invoices are permitted only under specific circumstances. Please refer to Section 8 of the e-Invoice Guidelines for details on the conditions under which self-billed e-Invoices are allowed.
Items: Specify invoiced quantities and price for each item
- Data Table (Note that some of these columns may be hidden in the row details)
- Split an item row into two, allowing different prices to be specified. Useful when the total amount cannot be evenly divided by the item quantity.
- Item: The specific product to be invoiced.
- Balance: The remaining quantity of the product yet to be invoiced.
- Qty: Quantity of the product to be invoiced.
- Unit Price: The invoiced price per unit of the product, which will be used as the cost price.
Adjustments: Manage credit and debit notes for the invoice modifications.
- Data Table (Note that some of these columns may be hidden in the row details)
- : Expand row to view more details. (available only in Mobile View)
- : Modify credit/debit note details (Mobile View: expand row to access)
- : Delete credit/debit note (Mobile View: expand row to access)
- Credit/Debit Note No: The unique identifier for the credit or debit note associated with the invoice
- Date: The date when the credit or debit note was issued.
- Amount: The total value of the credit or debit note.
- Description: A brief description or reason for the credit or debit note.
- Adjustment Form:
- Credit/Debit Toggle: Allows switching between a credit note and a debit note based on the adjustment type.
- Date: The date when the credit or debit note was issued.
- Description: A brief explanation or reason for issuing the credit or debit note.
- Product Adjustment: Modify the invoiced quantity of a product to ensure accurate cost calculation.
- Product: The specific item or product being adjusted.
- Original Qty: Original invoiced quantity
- Original Price: Original invoiced price
- New Qty: The adjusted quantity, updated in cases of returns or quantity changes. Amount will be recalculated automatically.
- New Price: The adjusted unit price, updated in cases of discounts or price changes. Amount will be recalculated automatically.
- Amount: The total value of the credit or debit note. Updating this will automatically distribute the adjustment across the New Price for each item.
- If the adjustment cannot be evenly distributed across all items, split the invoice item first.
- Original Total: The total billed amount before the credit or debit note is applied
- New Total: The total billed amount after the credit or debit note is applied
- When a purchase credit note or debit note is created, both Cost of Goods Sold (COGS) and inventory values may be affected, depending on whether the purchased goods have already been sold to customers.
- A business purchases 10 units of items at RM50 per unit from a supplier.
- The supplier later provides a RM50 discount, effectively reducing the cost per unit to RM45 (RM50 ÷ 10).
- If 6 units remain in inventory, the inventory value is reduced by RM30 (6 x RM5).
- If 4 units have already been sold, the system adjusts COGS to reflect the lower cost, reducing expenses by RM20 (4 x RM5)
- These adjustments will be reflected in journal entries and financial reports, ensuring accurate financial tracking.
Payments: Recording payments of purchase invoices.
- The following options are located on the toolbar
- Payment Status: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the purchase invoices.
- Not Paid: No payment has been made towards the purchase invoice.
- Partial: A partial payment has been made, but the full amount is still outstanding.
- Paid: The full amount of the purchase invoices has been paid.
- Overpaid: The amount paid exceeds the purchase invoice total.
- Cancelled: The purchase order has been canceled, so payment has been reversed.
- New: Add a new payment.
- Data Table: (Note that some of these columns may be hidden in the row details)
- : Expand row to view more details. (available only in Mobile View)
- : Modify payment details (Mobile View: expand row to access)
- Date: The date the payment was made.
- Method: The method used for the payment (e.g., Cash, Credit Card, Bank Transfer)
- Amount: The amount paid.
- Remark: Additional notes or comments regarding the payment.
- Footer:
- Total Billed: The total amount billed on the purchase invoice and credit/debit notes.
- Total Paid: The total amount that has been paid.
- Amount Due: The outstanding balance that remains to be paid, calculated as Total Billed minus Total Paid.
- Payment Form
- Date: Specify the date the payment was made.
- Method: Select the payment method used (Cash, Bank Transfer, Credit Card, Debit Card, E-Wallet, Cheque, Others)
- Refund: A checkbox to indicate that the payment is a refund. When selected, the system treats the transaction as a negative payment, deducting the amount from the total paid
- Ref. No.: A reference number for the payment (e.g., transaction ID, cheque number).
- Accounting: Assign accounts for the selected payment. By default, accounts are determined based on Account Charts > Account Rules
- Cash Account: Specifies the bank or cash account where the payment is made.
- Remark: Optional field for additional notes or comments related to the payment.
Documents: Attach and store scanned copies of the purchase invoices.
- Attachment: Attach supplier invoices as images or PDF files.
- Upload Receipt: Click Upload Receipt and select an image/pdf file.
- Alternatively, simply drag your file from your computer and drop it into the designated upload area
- Attachment Options:
- : Open and preview the image or PDF.
- : Remove the attachment.
- : Rotate an uploaded image (not applicable to PDFs).
Document: Edit the header and footer templates of the purchase order.
Document
- Subject: The subject line of the purchase order. Defaulted to the purchase order subject configured in Settings.
- Footer: The footer section of the purchase order. Defaulted to the purchase order footer configured in Settings.
Form Actions: Available actions such as saving, canceling, sharing or printing the purchase order
Form Actions
- View Document: View, print and share purchase order document.
- Save & Close: Save and close the form
- Save as Draft: Save the purchase order as a draft for further edits.
- Save as Issued: Finalize and issue the purchase order to the supplier.
- Save and Cancel: Cancel the purchase order along with any associated deliveries, invoices, costs, and payments.
- Save & Continue: Save and leave the form open
- Save as Draft: Save the purchase order as a draft for further edits.
- Save as Issued: Finalize and issue the purchase order to the supplier.
- Save and Cancel: Cancel the purchase order along with any associated deliveries, invoices, costs, and payments.