Purchase orders

Depends on your plan

This page is part of the Suppliers, purchase orders and goods receiving feature. If it is not in your plan, you will not see it in the menu. See Plans and features.

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

1. Go to Purchasing → Purchase orders → New purchase order.
2. Choose the Supplier and the Store the goods go to.
3. 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.
4. Optionally enter Expected on and a Note.
5. Select Save draft.

Send it

Open the order and select Print / save as PDF to send it to the supplier, then Mark as ordered.

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

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.