Purchase orders and receives

Order stock from your vendors, receive it in full or in parts, and bill it when the vendor's bill arrives.

Create a purchase order

1. Go to Purchases › Purchase Orders and click + New Purchase Order, or click + Purchase order on the Dashboard. You can also make purchase orders from Reorder stock.
2. Choose the vendor and the date, and the warehouse the goods are coming to.
3. Add the items, quantities and rates.
4. Click Save & confirm, or Save as draft to finish later. Then email or print it for the vendor.

The ordered quantity shows as incoming on each item until it arrives.

Receive the goods

1. Open the purchase order and click Receive.

2. Enter the quantities that arrived. You can receive part of the order now and the rest later.

   • With batches, enter each batch number and expiry date.
   • With serial numbers, enter one serial per line.
   • With bins, choose where the goods are put away.
3. Save.

If stock moves on receives (see Inventory settings), the goods are in stock now. From the receive you can Print labels for what came in.

Bill it

When the vendor's bill arrives, open the purchase order and click Create Bill. Check the quantities and rates against the vendor's bill, then save. See Bills and landed costs.

Returns

Click Purchase Return on the order to send goods back to the vendor. Then create a Vendor Credit for the amount they owe you.