Purchase Orders
Go to: Purchase → Purchase Order
Purchase orders are formal documents sent to suppliers to confirm the purchase of goods or services at agreed terms.
Creating a Purchase Order
Click Make → Purchase Order from a supplier quotation or purchase request, or create directly from Purchase → Purchase Order → New.
| Field | Description |
|---|---|
| Supplier | Select the supplier |
| Order Date | Date the PO is raised |
| Required By | Expected delivery date |
| Items | Items ordered with quantity and agreed rate |
| Taxes | Applicable tax template |
| Payment Terms | Agreed payment conditions |
Purchase Order Statuses
| Status | Description |
|---|---|
| Draft | Not yet sent to supplier |
| Submitted | PO confirmed and sent |
| Partly Received | Some items received |
| Fully Received | All items received |
| Invoiced | Purchase invoice created |
| Completed | Payment made, PO closed |
| Cancelled | PO cancelled |