Manage and track all purchase orders.

Location: Sidebar → Inventory → Purchase Orders

Summary Overview:

Field – Description

• Total – Total number of purchase orders.

•  Draft – Orders that are not yet finalized.

•  Pending – Orders awaiting processing or approval.

•  Overdue – Orders that have passed the expected date.

•  30-day Spend – Total spending on purchase orders in the last 30 days.

From here you can view all purchase orders with detailed information.

Column – Description

• PO Number – Unique purchase order identifier.

• Supplier – Supplier name.

•  Status – Current status (e.g., Draft, Sent, Confirmed, Shipped, Received).

•  Items – Number of items in the order.

•  Total – Total order amount.

•  Payment – Payment status (e.g., Unpaid, Partial, Paid).

•  Ordered Date – Date when the order was placed.

•  Expected Date – Expected delivery date.

•  Overdue – Indicates if the order is overdue.

  
  

  
  

  
  

  Actions:

  • View – View purchase order details.

  •  Edit – Modify the purchase order (available for draft orders).

  •  Send to Supplier – Send the purchase order to the supplier.

  •  Receive Items – Record received items.

  •  Record Payment – Add payment details.

  •  Cancel – Cancel the purchase order.

    
    

    
    

    
    

    Search: Use the search option to quickly find purchase orders by PO number, supplier, or status.
    Create Purchase Order

    Create a new purchase order for suppliers.

    Location: Sidebar → Inventory → Purchase Orders → Create

    Purchase Order Details:

    Field – Description

    • Supplier – Select the supplier for this order.

    •  Destination Warehouse – Choose the warehouse where items will be received.

    •  Expected Date – Expected delivery date.

    •  Expected Time – Expected delivery time (optional).

    •  Notes – Add any additional instructions or notes.

    Line Items:

    Add products to the purchase order.

    Field – Description

    • Product – Select the product to order.

    •  Qty – Enter the quantity.

    •  Unit Cost – Cost per unit.

    •  Line Total – Automatically calculated (Qty × Unit Cost).

    Action:

    • Add to Items – Add the product to the order list.

    
    

    Order Totals:

    Field – Description

    • Total Items – Total number of products added.

    •  Total Lines – Total number of line items.

    •  Estimated Total – Total estimated cost of the order.

    Actions:

    • Save – Save the purchase order.

    • Save & Create Another – Save and open a new form.

    •  Cancel – Discard and exit.