Purchase Orders
Create and manage purchase orders for suppliers.
Purchase orders (POs) formalize your intent to buy goods or services from a supplier. Navigate to Purchases > Orders.
Creating a Purchase Order
- Click New PO
- Select a supplier contact
- Add line items with descriptions, quantities, and prices
- Set the expected delivery date
- Save as draft or send to the supplier
Purchase Order Fields
| Field | Description |
|---|---|
| PO Number | Auto-generated unique identifier |
| Supplier | Contact to purchase from |
| Date | Order date |
| Delivery Date | Expected delivery |
| Line Items | Products/services being ordered |
| Tax | Applicable tax rates |
| Total | Calculated total including tax |
| Status | Draft, Sent, Received, Billed |
Status Flow
- Draft - PO is being prepared
- Sent - PO has been sent to the supplier
- Received - Goods/services have been received
- Billed - A bill has been created from the PO
Sending Purchase Orders
Click Send on a draft PO to open the send dialog. You can email the PO to the supplier with a customizable subject and message, or just mark it as sent without emailing. Email history and resend are available on the detail page.
Converting to a Bill
When goods are received, convert the PO to a bill:
- Open the purchase order
- Click Convert to Bill
- Review and adjust amounts if needed
- The bill is linked to the original PO for tracking
Inventory Integration
If PO line items reference inventory items, receiving the PO can automatically update stock levels.
PDF Download
Purchase orders can be downloaded as PDFs. The layout uses your configured template with your branding, accent color, and notes. To customize, go to Settings > Templates. See Templates for all available options.