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KatekileWorldwidekatekile Docs ERP user guide
  1. Guide
  2. Procurement & Purchasing

Purchase Orders

Raise, submit and print Purchase Orders to approved suppliers.

Used byProcurementFinance

Who: Procurement Team creates, submits and cancels; Katekile Finance can create and edit; Production, Warehouse and Finance read. Menu: Purchase → Purchase Orders.

Purchase Order cards: To Receive, To Bill, Late and Open Value.
Purchase Order cards: To Receive, To Bill, Late and Open Value.

Create a Purchase Order

  1. From the selected Supplier Quotation use Create → Purchase Order (or from a Material Request, or Add Purchase Order).
  2. Supplier — only Approved suppliers are listed. The supplier’s B-BBEE Level fills in automatically.
  3. Set Required By and Set Target Warehouse (e.g. Stores – KW).
  4. Check items, quantities and rates; add taxes.
  5. Save.
Purchase Order created from the supplier quotation.
Purchase Order created from the supplier quotation.

Submit

Click Submit and confirm. The PO is now To Receive and Bill.

Submitted Purchase Order.
Submitted Purchase Order.

The default print format is Katekile Purchase Order Format. Print or email it to the supplier from the printer icon.

Katekile Purchase Order Format.
Katekile Purchase Order Format.

Managing open POs

From the list cards: Hold, Resume, Close and Re-open. Use the Purchase Dashboard and Purchase Order Analysis report to follow up late deliveries.

Permissions for saving a PO

Saving a Purchase Order needs read access to Account and Cost Center (the expense account on each line). If a Procurement user sees “User don’t have permissions to select/read this account”, an administrator must add those read rights to the role — see Users & Roles.

Last updated October 16, 2026