How to create a Purchase Order?

 

Creating and Managing Purchase Orders in AntMyERP

In AntMyERP, the Purchase Order (PO) module allows businesses to efficiently manage procurement by generating, approving, and tracking purchase orders directly within the system.

To create a purchase order, go to the Purchase module and click on Purchase Order. You’ll see all existing POs, including pending ones. AntMyERP supports seven types of purchase orders for material purchase, rentals, AMC, MPS, visit charges, general and unit-based orders.

To create a new PO, click the plus icon on the right. The purchase order form will open. Select the vendor from the dropdown (the vendor must exist in your database), and their details will auto-populate. The system also auto-fills your company and branch details. Choose the PO date, delivery timeline, and payment mode (NEFT, cheque, cash). Then specify warranty type, warranty provider (vendor, OEM, or self), and installation responsibility.

You can define preventive maintenance frequency (monthly, quarterly, etc.), taxation type, and payment terms. Choose whether the purchase is for stock or fixed assets, and set the delivery location to your company, client site, or logistics partner.

Next, add the products with their description, quantity, unit rate, and warranty details. The system calculates total and GST automatically. You can also add remarks, internal notes, terms and conditions, and annexures.
Once saved, your purchase order is generated. You can preview it, view all details like vendor info, HSN codes, GST, bank details, and terms, and download it as a PDF to send directly to the vendor.

This process ensures every purchase order is accurate, transparent, and fully traceable within AntMyERP’s procurement workflow.