Purchase orders

Open Purchases›Purchase Orders, or use + › Purchase Order in the top bar.

Create a purchase order#

1. Click New and choose the vendor. Their payment term is filled in.
2. Set the PO Date and the Expected Delivery Date, and the vendor's quotation number in Reference # if you have one.
3. Choose the branch and warehouse the goods are for, and add the lines (see Entering line items).
4. Click Save & Issue, or Save as Draft.
5. Click Print or Send Email to send it to the vendor.

Receive and bill it#

Select the order and click Convert:

• Convert to Goods Receipt when the goods arrive before the bill (see Goods receipts), or
• Convert to Bill when the goods and the bill arrive together (see Bills).

Only the quantities not yet received or billed are copied. Lower them to record a part delivery, and convert again for the rest.

Follow the order#

The center shows how much of the order is Fulfilled, and the Received, Billed and Fulfillment tabs: per line the Ordered Qty, what was Received (via GR), what was Billed Directly, the Total Committed and what is Remaining. Once a line's committed quantity reaches the ordered quantity, it can't be received or billed again.