Purchase Orders
A Purchase Order (PO) is a formal document you send to a supplier to order goods before they're delivered. Stock is NOT added to your inventory until you receive the goods and convert the PO to a purchase.
Creating a Purchase Order
- Go to Purchases → Purchase Orders → Add Purchase Order
- Select supplier, date, and location
- Add products and quantities ordered
- 4Save as "Ordered"
You can print or email the PO to your supplier directly from this screen.
Receiving Stock Against a PO
When goods arrive, go to Purchases → Purchase Orders, find the PO, and click Receive Stock. Adjust quantities to match what actually arrived (partial deliveries are supported), confirm payment status, and save. This converts the PO to a Purchase and updates your stock.
Purchase Requisitions
A Purchase Requisition is an internal request to purchase goods — created by a staff member and approved by a manager before a Purchase Order is raised. This adds an approval workflow for purchases.
- 1Staff creates a requisition: Purchases → Purchase Requisition → Add. Select products and quantities needed, add a reason/note.
- 2Manager reviews and approves/rejects the requisition from the list view.
- 3Approved requisitions are converted to Purchase Orders and sent to suppliers.
Use Purchase Requisitions if you want to control who can initiate purchases. The person creating a requisition doesn't need permission to create full purchases — only the approver does.
