Megaventory’s mobile app supports creating, approving and receiving Purchase Orders (POs), streamlining procurement workflows directly from your device. This guide walks you through the key steps and UI interactions to help you leverage this feature efficiently.
Access the Purchases module from the Dashboard
Navigate to the Dashboard and tap the “Purchases” icon at the bottom. You’ll see options for:
New Purchase Order
Purchase Orders list views
New Purchase/Receipt
Purchases and Receipts list views
Creating and Reviewing a New Purchase Order
To create a new Purchase Order from your mobile:
Go to Purchases > New Purchase Order.
Fill in the essential details:
Status: Set as
Pending or ApprovedReceiving Location: If you chose to set the PO as
Approved, you need to choose a warehouse (e.g., Main Warehouse) for the POTemplate: Select
Purchase OrderSupplier: Choose the PO supplier from your supplier list
Tap Next and start scanning barcodes to add Products to the PO (or add the Products manually)
Tap Next to confirm the PO creation.
Confirmation: Purchase Order Created
After submitting, a success message confirms the PO creation:
“Purchase Order #XX created successfully”
Tap Back to Dashboard to continue working.
Recording and Managing Receipts from Purchase Orders
Once a Purchase Order is approved, you can proceed to record the receipt of goods directly via the mobile app. Here's how:
To record the receipt of goods:
Tap on Purchases to visit the list of the Purchase Order list views and click on a list view. Find a PO at the Approved status and tap on it and select Receive and Next.
Start scanning barcodes from the products you are physically receiving. The mobile app will increment the Quantity to Receive of each product with every successful product scan.
Tapping Confirm next to each product of the PO, confirms the scanned/received quantity. Once all product quantities are confirmed, tap on Next.
Select the receiving document template and tap on Receive.
You’ll see confirmation such as: “Purchase Bill #--- created successfully”
This combined purchasing process ensures accurate inventory updates and reliable recordkeeping, all from your mobile device.
Return to the main Dashboard to:
Review recent transactions
Quickly access your most-used purchase functions
Stay aligned with task timelines and supplier activity