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Create PO from Purchase Indent/Request

Seamlessly Convert Approved Requests into Purchase Orders

The Create PO from Purchase Indent/Request feature in PrismERP bridges the gap between internal demand and formal procurement. With just a few clicks, users can convert approved purchase indents into structured, ready-to-issue purchase orders—eliminating manual data entry, reducing delays, and ensuring that every PO is rooted in verified internal requirements.

📌 What is "Create PO from Purchase Indent" in PrismERP?​

This functionality enables organizations to directly transform approved Purchase Indents into Purchase Orders, complete with item details, quantities, preferred vendors, and delivery instructions. Fully integrated with Procurement, Inventory, and Financial modules, this process ensures traceability, consistency, and faster procurement execution.

It streamlines the transition from internal requests to supplier communication, helping businesses maintain procurement accuracy and efficiency.

✅ Key Features​

  • Auto-Fill PO Details from Indents Item name, quantity, unit, expected delivery date, and request notes are automatically fetched from the approved indent.

  • Select or Suggest Vendors Choose a preferred vendor from system suggestions or manually assign one during PO creation.

  • Split Indents Across Multiple POs Divide large or multi-department indents into multiple POs for separate vendors or delivery schedules.

  • Approval-Based Control Only indents that have passed all approval levels can be converted into purchase orders, ensuring control and compliance.

  • Editable Before Finalization Users can review and modify price, tax, delivery terms, or notes before confirming the PO.

  • Audit Trail Keep a detailed history of which indents were converted into which POs for full traceability.

💼 Why Use This Feature?​

Manual conversion from indent to PO often leads to errors, missing data, and communication gaps. This feature not only automates the process but also aligns procurement with actual needs, reducing lead times and improving supplier coordination.

How to Access This Feature​

Navigate to Create from Indent

Steps:​

  1. Select an approved Purchase Indent from the list
  2. Review item details and suggested vendors
  3. Modify prices, quantities, or delivery dates if needed
  4. Finalize and generate the Purchase Order
  5. Automatically notify the selected vendor via email (optional)

Streamline Demand to Delivery​

With PrismERP, purchasing starts with internal clarity. The Create PO from Indent feature ensures that every procurement action is backed by approved internal needs—delivered faster, managed better.

Procure smarter. Execute faster. Reduce risks—with PrismERP.