Purchase Orders Guide
A purchase order is the formal document defining what a supplier will deliver, its terms, and cost.
Preparation and calculation
Create the order independently or from an approved request, then set supplier, warehouse, currency, delivery date, terms, and items.
- Discounts, taxes, and totals are calculated automatically.
- A valid supplier price can fill an item whose cost is zero when the feature is enabled.
Approval and sending
Submit the order for approval, confirm it after approval, and mark it sent to the supplier. Rejection returns it to draft and requires a reason.
- Only a draft can be edited or deleted.
- Confirmed, sent, receiving, and billing stages can be closed.
Receiving and billing progress
The system updates received and billed quantities and progress states as receipts and bills are processed.
- Receiving and billing can be partial or complete.
- Cancellation is blocked once any quantity is received or billed.
