Purchase Orders
Create and manage purchase orders for supplier procurement.
Purchase Orders (POs) manage your procurement from suppliers — from creating the order through to receiving the goods into your warehouse.
Purchase OrdersOverview
The PO page shows a paginated list (100 per page) of all purchase orders with real-time status updates. You can search, filter, and manage orders from this central view.
Purchase order statuses
| Status | Description |
|---|---|
| Draft | PO created but not yet sent to supplier |
| Open | PO sent to supplier, awaiting delivery |
| Partially Delivered | Some items received, more expected |
| Delivered | All items received |
| Queried | Issue raised with the supplier |
| Voided | PO cancelled |
Creating a purchase order
Open the PO form
Navigate to Operations → Purchase Orders and click the create button.
Select supplier and location
Choose which supplier the order is for and which warehouse location will receive the goods.
Add line items
Add products to the order with quantities and agreed pricing. You can search your product catalogue to find items quickly.
Review and save
Check the order details, total value, and save. The PO starts in Draft status until you're ready to send it.
Filtering and searching
The PO list supports:
- Status filter — Focus on specific statuses (e.g., Open orders awaiting delivery)
- Supplier filter — View POs for a specific supplier
- Client filter — In multi-client setups, filter by client
- Search — Find POs by number or reference
Receiving goods
When goods arrive from a purchase order, use the Goods In (POs) feature to receive them into inventory. This validates received quantities against the PO and updates stock levels.
Track partial deliveries
If a supplier sends a partial shipment, you can receive what's arrived and the PO moves to "Partially Delivered" status. The remaining items stay outstanding until the next delivery.
Key fields
| Field | Description |
|---|---|
| PO Number | Unique identifier for the order |
| Supplier | Which supplier the order is placed with |
| Order Date | When the PO was created |
| Status | Current state of the order |
| Delivery Location | Warehouse where goods will be received |
| Total Value | Sum of all line items |
| Line Items | Number of product lines on the order |