Purchase Order

A Purchase Order (PO) is a formal document issued to a supplier to order goods or services. It specifies what you want to buy, the quantity, the price, and the delivery date.

Purchase Order Form

Creating a Purchase Order

Go to Buying > Purchase Order and click New.
Select the Supplier.
Set the Transaction Date and the Required By date.
Add items in the Items table:

- Select or create the Item Code

- Enter the Quantity

- Enter the Rate (unit price)

- The Amount is calculated automatically

Add taxes and charges if applicable.
Enter Payment Terms if different from the supplier default.
Click Save and Submit.

Purchase Order Status

Status	Description
Draft	Order is being prepared, not yet sent
On Hold	Order is paused/pending approval
To Receive	Submitted and awaiting delivery
To Bill	Goods received but not yet invoiced
To Receive and Bill	Partially received and partially billed
Completed	All items received and billed
Cancelled	Order cancelled
Closed	Order closed (manually)

Creating from Other Documents

Purchase Orders can be created from:

Material Request: When stock runs low and procurement is needed
Supplier Quotation: After comparing quotations and selecting a supplier
Blanket Order: Against a long-term supply agreement
Sales Order: For drop-shipping directly to customers

Key Features

Item-wise Delivery Schedule: Set different delivery dates for different items
Multiple Warehouses: Receive items into different warehouses
Price List: Automatically fetch agreed pricing
Amend After Submit: Create amended versions of submitted POs
Close: Close POs that will not be fully delivered
Auto-create Purchase Receipt or Invoice: Generate downstream documents

Amending After Submit

If you need to change a submitted PO:

Open the submitted Purchase Order.
Click Amend (creates a new amended version).
Make the changes.
Save and Submit.