Purchase Orders

Purchase Orders are used to create orders to send to a supplier and also to receive the Input into Inventory. Purchase Orders can be worked on over time. They do not need to be created all at once. Once an order is posted the Inputs Inventory levels will be increased.

Add a Purchase Order

Navigate to Inventory->Purchase Orders
Click the 'Add Purchase Order' button
Give the Purchase Order a name that is relevant to your system
Select the Supplier
Select the appropriate warehouse
If you have an estimated delivery date add that as well
Click the 'Save' button

Adding Inputs

Click the 'Add Input' button
In the new form select the Input (in the list there is a search field to assist finding the right input)
Enter the Quantity
Enter the Cost **not required**
Click the 'Save Changes' button

Updating Inputs

The input will be orange if the received quantity does not match the order quantity and if there are no costs. IT does not prevent you from posting the Purchase Order but just as a warning it may not be complete.

Click in the QTY Received field and update the amount received
Click in the Value field and update the cost of the Input received

Emailing Purchase Order

If the Supplier has an email setup in their profile you can email the Purchase Order directly to them. Their email will show in the field about the 'Email PO' button. If you would like to change the email, you can change that email field to any address. As a test, you can put your own email in the field and send yourself the Purchase Order. The email will send a basic email and a pdf attachment of the Purchase Oder. Once you have the email in the field you can click the 'Email PO' button.

Post Purchase Order

Enter the Received Date in the date field
Double-check all the Inputs are correct
Click the 'Post PO' button

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