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.
- Click Add New Purchase Order.
- Select a Vendor from the dropdown list.
- Enter a Purchase Order Number.
- 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
- Go to the Products module > Products.
- Click on the product name to open the product details window.
- Hover over the location inventory count, click the arrow, and select Quick Add.
- 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.
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