Overview

Purchase Orders reference orders sent to specific vendors that are pending delivery.

You do not need to create a purchase order to receive inventory into the system. You can go directly to Item Receipts if you want to add inventory without first making a purchase order.

Go to Products module > Stock Control > Purchase Orders
 

Purchase Orders can have two statuses:

• Open – Items on the order are still pending receipt.
• Closed – All items on the order have been received.

By default, the Purchase Order window displays only open orders. Use the filter in the top-right corner to view closed orders, filter by vendor, or apply other criteria.

To view the details of a Purchase Order, click the “+” icon on the left. This will expand the order to show line items, order details, and any related item receipts.

1. Click Add New Purchase Order.
2. Select a Vendor from the dropdown list.
3. Enter a Purchase Order Number.
4. Add items to the order by:
   • Scanning item barcodes, or
   • Searching by name and selecting from the results.
     
     
      

Quick Add to Purchase Order or Transfer from Product

1. Go to the Products module > Products.
2. Click on the product name to open the product details window.
3. Hover over the location inventory count, click the arrow, and select Quick Add.
4. Choose one of the following options:
   • Select an existing Purchase Order or Transfer to add the product.
   • Click Create New to start a new Purchase Order or Transfer with the selected product.