Help: Life Cycle of a Purchase Order

Purchase Orders are how you place orders with your suppliers.

Create a Purchase Order

This is where you add the stock you want to order.

Items that are "Low Stock", "Marked for ordering" or "Back ordered" for this supplier will appear here.

Save the Purchase Order

You can edit the PO as much as you want until you are ready to place the order.

Place the order with the supplier.

You can download the P.O as an Excel file and send that to the supplier or enter the order with them directly.

Once done, click the "Mark order as placed" button to note the order has been placed.

Process Received goods.

Once the order arrives, click the "Process Received goods" button to start updating your system.

You can make changes to the Supplier Code, name, expiry date and prices here that will update the inventory directly.

Once you select "Fully Receive PO" this will update your Inventory stock levels and pricing. A Supplier Invoice will also be generated.

Pay Invoice

Next is to pay the invoice via a bill payment. Click "View Unpaid Invoice" to view the invoice and click "Pay Bill" to record a payment.