Overview
Create purchase orders for stock replenishment, job shortages, or manual orders. After sending, receive inventory to update stock and costs.
Where in the app: Purchase Orders → New Purchase Order
Open: New PO
Create a PO
- Select vendor (required)
- Choose warehouse destination
- Add line items from catalog components — quantity, unit cost, vendor part #
- Set order date, expected date, reference, notes
- Save as Draft
Prefill shortcuts
| Source | How |
|---|---|
| Sales order shortages | SO detail → Create PO — vendor and shortage lines prefill |
| URL params | ?salesOrderId=, ?vendorId=, ?source=salesOrder |
PO detail actions
| Action | When |
|---|---|
| Edit | Draft, rejected, or approved (before sent) |
| Submit for Approval | When approval workflow enabled |
| Approve / Reject | Users with po_approve permission |
| Email PO | Send PDF to vendor |
| Mark as Sent | Allows receiving without email |
| Print PDF | Download/print PO document |
| Receive | Sent or partially received — see Receiving |
| Close | After receiving complete |
| Cancel / Delete | Rules depend on status and receipts |
QuickBooks
When QuickBooks is connected, received POs can sync as vendor bills. Retry failed sync from PO detail if needed.