Purchase Orders

Purchase orders (POs) formalize your intent to buy goods or services from a vendor. They help you track what you've ordered, from whom, and at what price.

Creating a Purchase Order

1. Navigate to Purchases > Purchase Orders.
2. Click New Purchase Order.
3. Fill in the details:
   • Vendor — The supplier you're ordering from.
   • Order date — When the PO is issued.
   • Expected delivery date — When you expect to receive the goods.
   • Line items — Products or services with quantities and agreed prices.
   • Notes — Special instructions or terms.

Purchase Order Workflow

1. Draft — Create and review the PO internally.
2. Sent — Send the PO to the vendor.
3. Received — Mark items as received when they arrive.
4. Billed — Link the PO to a vendor bill when the invoice arrives.

Converting to Bill

When a vendor sends their invoice:

1. Open the purchase order.
2. Click Convert to Bill.
3. Review and adjust the bill details.
4. Save to create the vendor bill.