Purchase orders
A purchase order (PO) is what you order from a supplier. Using POs is optional — you can also receive goods without an order.
Create a purchase order
Section titled “Create a purchase order”- Go to Purchasing → Purchase orders → New purchase order.
- Choose the Supplier and the Store the goods go to.
- Add an item: search name or SKU. For each line set:
- Unit — the product’s unit, or a pack (for example a case of 24 — enter the pack size);
- Quantity and Cost per unit.
- Optionally enter Expected on and a Note.
- Select Save draft.
Send it
Section titled “Send it”Open the order and select Print / save as PDF to send it to the supplier, then Mark as ordered.
Statuses
Section titled “Statuses”| Status | Meaning |
|---|---|
| Draft | Being prepared; can still be edited. |
| Ordered | Sent to the supplier. |
| Partly received | Some goods arrived. |
| Received | Everything arrived, or the order was closed. |
| Cancelled | Not going ahead. |
When goods arrive
Section titled “When goods arrive”Open the order and select Receive goods — see Receiving goods.
- Supplier will not send the rest? Close (nothing more expected).
- Order not needed? Cancel order.
The Open purchase orders report lists goods still to arrive.