Purchase orders

Raise a purchase order, get it approved, mark it ordered and receive what arrives.

Needs: Purchasing module (Assets for stock updates)

Raise a purchase order

Open Purchasing and choose New purchase order. The vendor box shows your recent vendors and searches as you type; choose + Add new vendor for one you haven't used before. Add the lines (item, quantity and cost) and save.

Move it along

A purchase order goes from draft to approved, ordered and received, and can be cancelled at any point before it is received.

1. Approve it (managers).
2. Mark ordered once it is placed with the vendor.
3. Receive what arrives. You can receive part of an order and the rest later.

When Assets is on, receiving adds the items to stock. Purchase orders can also be approved, marked ordered, received and cancelled from the phone app.

Supplier bills and recurring costs live in Accounting; see Purchases, supplier bills and recurring costs.