A purchase order is a document issued to a supplier to indicate the products and quantities you wish to purchase from them.
Creating a Purchase Order
Main Menu -> Purchasing -> Purchase Orders
Click on New Purchase Order.
Select the supplier and the facility you want the items to be delivered to.
Select the estimated completion date.
Add SKUs and their quantities.
You can either save the purchase order or send it to the supplier.
If the supplier needs approval, you can send it for one.
States of Purchase Orders
Open PO: A purchase order is created but hasn't been sent to the supplier. You can add or remove items from an open purchase order.
Pending Approval: A purchase order is generated and saved but hasn't been approved.
Sent: A purchase order has been generated and is sent to the supplier.
Void: A purchase order has been voided. It cannot be sent or edited after being voided.
Receipt in progress: You have sent a purchase order to your supplier and you are now receiving the items.
Closed: A purchase order has been sent, the items have been received, and there are no further actions to be taken. Marked as Closed.
Whenever you receive items from a purchase order, a purchase receipt will be generated for these items. A purchase order can have multiple purchase receipts.
Main Menu -> Purchasing -> Purchase Receipts
Receiving items from a Purchase order
Open the Purchase Order.
Click on Receive items.
Enter the invoice number and invoice date.
Add the SKU details and quantities.
Add the cost price and batch, if applicable.
Click on Save.