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.

Purchase Receipts

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.

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