How to Create a New Purchase Order
Creating a purchase order in Mores Software is quick and structured to guide you from vendor selection to final approval.
🧭 Welcome to Mores Software
Your Central Hub for Smarter Business Management
Thank you for choosing Mores Software. This guide will walk you through the first steps to start using the platform effectively.
🔑 Step 1: Access the Platform
Open your browser and go to:
👉 ui.mores-soft.com
You'll be greeted with the login screen. Enter your credentials and click Login.
🏢 Step 2: Select Your Company
Once logged in, the first thing you'll see is a Company Selection Panel.
- Choose the company you want to work with.
- This helps the system load relevant settings, data, and permissions tied to that company.
🌿 Step 3: Choose Your Branch
After selecting your company, choose the branch location (if applicable).
This ensures that the data you work with is filtered specifically for that branch's operations.
✅ Tip: You can change your company or branch later by clicking the top-right profile menu.
📦 How to Create a New Purchase Order
🔁 Step-by-Step Guide
1️⃣ Navigate to the Purchase Order Section
- From the main menu, click on Purchase and Sale
- In the sub-menu, click on Purchase
- Then, select the Purchase Order tab at the top of the screen
2️⃣ Register a New Purchase Order
Click the Register button to begin a new purchase order.
3️⃣ Choose Order Type
A pop-up will appear asking you to choose between:
- Domestic Order
- Foreign Order (for imports)
4️⃣ Fill in Basic Purchase Order Details
In the registration pop-up:
- In the Vendor field: Search by name or select from the Recents list
- Select the Currency of the transaction
- Choose the Shipping Address
- Optionally, enter Notes (these will be shown when printing the order)
Note:
If the purchase is tied to a Marketer or a Project, make sure to select the correct entry from the dropdown lists provided.
Once all mandatory fields are completed, the Register button becomes active. Click it to proceed.
5️⃣ Add Products to the Purchase Order
After registration, a new pop-up will open to add items.
- Use the Search Box to find the required products
- For each product, enter:
- Quantity
- Discount Rate (if applicable)
- Click Register to add the items
✅ Tip: You can select and add multiple products at once.
6️⃣ Continue Managing Products
After saving the order as Draft:
- You can add more products at any time by clicking Add Product
- Or, if the needed item is not in the system, you can create a new product from here
✅ Finalize the Purchase Order
Once you're done editing:
- Click the Approve button at the top-right corner to finalize and activate the purchase order.
⚠️ Once approved, the order moves out of Draft status and becomes an active document in your procurement workflow.