- Create a List
- Create Quotation
- Create Purchase Order
- Update Payment Information
-
Update Received Item
Step 1: Create an Order List (Optional)
At this menu, you can see the number of medications that is Our of Stock & Low stock.
This order list can be created by following criteria:
- Low stock items - Need to Order soon
- Out of stock items
- Custom list - Search & select any medication name
Step 2: Send Quotation Request
Create Quotation Request from your Order List or you can create a custom quotation. Send this file to your supplier to request for quotation.
Step 3: Create Purchase Order
1. Once your supplier has updated you with the pricing details and terms, you can create a Purchase Order.
2. Go to Purchase Order tab to update the 'Cost per item' information information:
3. Click Create and Mark Ordered to finalize the information. (Note: You can still amend the informaton afterwards).
4. The Document status will now change from Draft to Ordered
Step 4: Update Payment Information
Monitor your payment status whether your order have been paid, due or overdue.
- Due: Total outstanding amount for all orders.
- Overdue: Total outstanding amount for all orders that has not been paid by the due date.
- Paid: Total paid amount.
Once the payment is made, your administrative or finance team can record the payment details in Yezza:
Step 5: Update Received Item
Finally, after you have received the medications/batches from your supplier, update the information again at the Purchase Order document.
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