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Let’s See how a purchase order or Sales order is raised on Canvas. We login to the link canvas.livspace.com with our Livspace credentials or through google login. On Canvas Dashboard we go to the workspace tab on the left here. Where we get a list of projects standing at different stages. We shall search for any project we are working on by typing the project ID or the Client’s name in the search tab. Once we go into the project we can see different tabs like Overview, Design brief, Proposals, BOQ etcetra. So for creating purchase orders, we first need to make a BOQ, the designer will make the BOQ in the BOQ tab. Suppose they want to raise the order for a bed. They will add the bed in the BOQ, they click on add product and select the product like here they have added a bed. Once the BOQ is finalized with the finishes and approvals taken from the client, we click on preview and share. Once we click on preview and share, this is what we see, so there is a Select an action tab on the right side. We can also download a csv file. So we can get the BOQ in the form of csv file also which is the excel format. If we want to create a canvas link, this BOQ has to be freezed first. So to create a Canvas link, from the Select an action tab we select CREATE A CANVAS link. We get a pop up window here, we can rename whatever we want the order name to be, for example this is Final Order bed, we can rename that and then click on create canvas link. A canvas link is created and the BOQ gets freezed, the designer cannot make any changes to this particular BOQ. Once the canvas link is generated. Now we can see the Proceed to payment option is added under select an action tab. We click on Proceed to payments. It will then take us to the payment tab in the same project, where we select Allocate funds. So whatever links that we have created can be seen here, since we created this final order bed BOQ link, we will be allocating the funds to the final order bed. Select allocate funds tab for adding payment to the final order bed BOQ link. Once we click on allocate funds, a pop up window will appear and it will show all the BOQ links that were created. So we select the final order bed BOQ link and then click on allocate. Now, we have already allocated funds to this, the status now appears as paid. Earlier the status was showing as payment pending. After allocating funds we can see the amount is paid. We can also deallocate the funds from the particular BOQ link, in case the designer feels like they want to make some changes or the client has changed their mind and they do not want this bed anymore. So until the PO is raised, we have the option of deallocating the funds. So deallocating the funds is also as simple as the allocating funds was. We click on the deallocate funds And the funds are deallocated. Now we have allocated the funds to the BOQ, we have to create a purchase order, for that we have this tab here on the right hand side which says create. We click on it, and select the purchase order. Once we click on that, we land on this page, the seller/vendor of the product will show here. We select the vendor and proceed to selection. It will show us all the products, which Livspace is the vendor for. We select the required products, and then click on create. Now, the purchase order is created, once we click create, the purchase order gets created. Select ok. Once we click on ok. It takes us to the overview tab and there you can see the purchase order or the PO is created. In the orders tab we have PO view, and items view, Order status can be viewed based on PO view or Itemized view An overall order summary view can be seen under Project -> Orders tab, so the overall summary is here. The following key metrics are visible in this section: Total PO Value (cumulative value of all POs raised for the project) Total Discount given Total Paid Total Pending (total payment pending against the POs raised) View PO Details SKU codes. So the SKU codes are given to every product, this code will help you to identify the product, or get the status of any product Click on the "View PO Details" button to get an individual PO level view along with its corresponding OMS order id The order table, item popup window and PO page display the SKU code alongside the name for quick access.