Purchase orders formalize your requests to suppliers. From /suppliers/purchase-orders you can create POs with detailed line items, track delivery status, and register goods reception per line.
The list displays all purchase orders with:
Filter by status, supplier, or date range to find specific orders.
Choose a supplier from your directory. Tax and contact data are filled in automatically.
Add the products or services you want to order. For each line, specify the quantity, unit price, and optionally a discount.
Define the issue date and expected delivery date. You can add an internal reference or quote number.
Include special delivery instructions, payment terms, or any relevant observations for the supplier.
Save the order as a draft to review before sending it to the supplier.
Each purchase order goes through the following states:
| Status | Description |
|---|---|
| Draft | Being edited, not sent to the supplier |
| Sent | Sent to the supplier, awaiting confirmation |
| Partial | Part of the goods have been received |
| Received | All goods have been received |
| Cancelled | The order has been cancelled |
Notifications
When an order is sent to the supplier, the system can automatically send an email with the order PDF attached.
When receiving goods from a supplier:
Access the purchase order you are receiving.
Click Record Reception to open the per-line reception form.
For each line, enter the quantity received and the quantity rejected (if applicable). The system automatically calculates the remaining balance.
Upon confirmation, inventory is automatically updated with the received quantities.
Tip
You can perform multiple partial receptions for the same order. The status will change to "Partial" until all lines are complete.
Orders in Draft status can be freely edited. Orders that have been sent only allow:
Sent orders
To modify quantities or prices on a sent order, you must cancel it and create a new one. This maintains full traceability of the history.
Each order includes a notes section where you can: