Purchase Orders
The Purchase Orders section lets you create orders to your suppliers, request quotes, and track deliveries.
What you can do
- Create a purchase order - Click "New Purchase Order" and add supplier, line items, and quantities
- Edit a purchase order - Update items, quantities, or supplier details
- Request a quote - Send a quote request to the supplier via email
- Change status - Track the order through the procurement pipeline
- Delete a purchase order - Remove cancelled or incorrect orders
- Filter - Filter by status, supplier, or date range
Purchase order statuses
| Status | Description |
|---|---|
| Draft | Order is being prepared |
| Quote Requested | A quote has been requested from the supplier |
| Quote Received | The supplier has provided a quote |
| Confirmed | Order has been confirmed with the supplier |
| Shipped | Supplier has shipped the goods |
| Received | Goods have been received |
| Cancelled | Order was cancelled |
Key fields
| Field | Description |
|---|---|
| Order Number | Auto-generated sequential number |
| Supplier | The supplier you are ordering from |
| Order Date | Date the order was created |
| Line Items | Products, quantities, and unit prices |
| Total | Order total amount |
tip
You can send quote request emails directly from the purchase order using the built-in email templates.