Knowledgebase & Support

The Purchase Orders Module in MokoCRM allows you to manage orders placed with vendors and suppliers. It helps track the procurement process from order creation to delivery and billing, ensuring better coordination with stock levels, vendor pricing, and supplier contracts.

The Purchase Orders Module in MokoCRM allows you to manage orders placed with vendors and suppliers. It helps track the procurement process from order creation to delivery and billing, ensuring better coordination with stock levels, vendor pricing, and supplier contracts.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Purchase Orders
2. Click Activate
3. Configure numbering schemes, default warehouse, and supplier terms as needed

📑 Creating a Purchase Order

1. Go to Purchase Orders → New Order
2. Select a Vendor (must be a third party marked as a supplier)
3. Enter order details:
   • Order date and Expected delivery date
   • Reference or PO number (auto or manual)
4. Add product lines:
   • Product/service, Qty, Price, Tax, and Discount
5. Save and validate the order

🚚 Receiving Goods

• Convert validated purchase orders into Vendor Receptions as deliveries arrive
• Record partial or full receptions
• Automatically update stock levels based on reception data

📨 Supplier Invoicing

• Link a Supplier Invoice to the purchase order
• Copy order lines into the invoice or reference the PO number
• Match quantities and pricing for accuracy before approval

🔗 Integration With Other Modules

• Vendors: All purchase orders are linked to supplier profiles
• Products & Services: Use predefined purchase prices and references
• Stock Management: Automatically adjust stock on reception
• Accounting: Track purchase costs and liabilities through supplier invoices

📊 Tracking and Reporting

• Filter by vendor, status, date, or warehouse
• Monitor pending, received, and billed orders
• Export order histories for financial reconciliation or audit

📌 Best Practices

• Define supplier-specific product codes and pricing in advance
• Always validate orders to trigger downstream actions
• Use the reception module for inventory accuracy
• Attach quotes or terms from the vendor for recordkeeping
• Reconcile invoices promptly to maintain vendor relationships