Friday, November 11, 2022

Steps Involved In the Purchase Order Process

We have seen many organizations do purchase order data entry, also known as purchase order entry. Though many might be aware of what a purchase order data entry is. We should also know the steps involved in the purchase order process. So the primary intention of this blog is to give you an idea of the various steps involved in the purchase order process so that you will be aware of more than just the basic terms, like purchase order entry, the next time you go for a purchase.

purchase order process

Purchase Order Process

We all purchase goods and services from various goods and service providers. We must learn that purchase order processing is a small part of the procurement process. Purchase order comprises identifying and confirming your actual needs before buying something. Payment processing and auditing are two activities under the purchase order process.

5 Steps of the Purchase Order Process.

1.     Purchase Requisition Creation 

In the first step, the concerned requisitioner prepares the required documents to approve the purchase. He/ she can then make the necessary alternations or even cancel it before receiving the approval.

2.     Issuing the Order 

Then the purchase order is created after agreeing upon the necessary terms and conditions. In large purchases, firms should request a proposal from the suppliers. This order is issued once a financial authority approves the purchase. Once that is done, the PO is issued electronically to the suppliers.

3.     Getting The Supplier Approval 

The supplier will ask for amendments if the order needs changes, like correcting errors or anything else. And once the buyer makes the required changes, the supplier approves it via a suitable e-procurement platform or an e-mail.

4.     Purchase Review

The supplier then delivers the product after performing the required service. The buyer then revises it to see if it is up to the mark. The buyer then records the arrival of goods using a 'goods received' note. At the same time, the buyer signs off services when it is up to the mark. 

5.     Payment 

Once the payment is received, the next step is to match it with the purchase order. If everything looks correct, the buyer makes the payment per the agreement. Thus, the purchase order process is not limited to purchase order entry, a.k.a purchase order data entry.

Now that you have read this blog, you will have much more clarity on the steps involved in the purchase order process. What is your learning here?