Video Tutorial
Purchase Order Workflow
1. Creating a New Purchase Order
Navigate to the Purchase Order list page.
Click on the "New Purchase Order" button.
Select the purchase order vendor and click "Create".
2. Adding Inventory to the Purchase Order
Click on the newly created purchase order at the top of the list.
Go to "Purchase Order Actions" and click "Add Inventory".
Select the product from the list (e.g., example consumable tracked in quantity).
Enter the quantity to order (e.g., 150 units) and click "Create". The list will now show 150 units ordered.
3. Receiving Inventory
Go to "Inventory Actions" on the line item and click "Receive".
The available for receipt amount will match the ordered quantity. You can either receive the entire amount or specify a partial amount.
For a partial receivable, enter the quantity (e.g., 100 units), select the location, and click "Mark Received".
The received section will update to reflect the received quantity. Click on the line item to view details in a ledger format.
4. Receiving More Inventory
If there is remaining inventory to be received, go to "Inventory Actions" and click "Receive" again.
The available amount will be updated (e.g., 50 units remaining).
You can create a new inventory if needed by changing the “Use Existing Inventory” option.
You can also receive more than ordered if you received extra stock.
5. Adding Already Received Inventory
Go to "Purchase Order Actions" and click "Add Inventory".
Select the product, check the "Inventory Already Received" box, and the form for receiving that inventory will appear immediately.
6. Closing the Purchase Order
Once all items are received, go to "Purchase Order Actions" and click "Close Purchase Order".